Keep active campaign clients visible
Review the Chaser customer list on a schedule and compare it with the active client context you provide from your creative work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Active client lists and finance records can drift apart when project work changes quickly.
- Bring customer records into a regular review
- Spot missing or outdated client details for follow-up
- Reduce ad hoc searches across tools
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Chaser once in the Notis portal.
- 2Create an automation from any channel or in Automations, then New Automation.
- 3Describe which active creative clients to compare against the Chaser customer list and what exceptions to report.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real review and a current client list.
Questions about this workflow
Can Chaser identify which customers have active Abyssale work?
No. Supply the current client list or other relevant context for Notis to compare with the Chaser records.
Will it automatically create missing customers?
No. This workflow retrieves customer records and reports findings for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Chaser. A trigger fires from one place; an action lands in another.
Abyssale triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Abyssale and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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