Review Chaser customer contact details on a schedule
Bring customer contact and status information into a regular review without opening records one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Why this helps
Customer contact details and statuses are easy to overlook when review depends on remembering to check them.
- Retrieve customer contact and status information for a recurring review.
- Make record review part of an existing routine.
- Keep run reports in a chosen channel for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to retrieve customer contact and status information and summarize the records for review.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and confirm the summary reflects the returned customer data.
Questions about this workflow
Does this workflow change customer records?
No. It retrieves customer information for review.
Can it flag changes since the previous run?
Only if a baseline is supplied or stored by a supported process. The listed customer retrieval action does not itself provide change history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Chaser. A trigger fires from one place; an action lands in another.
2chat triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
2chat and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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