Spot credential recipients missing from Chaser
Get a regular view of recipient records that may need billing setup, without checking each system by hand.
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
Recipient and customer lists drift apart when no one has time to compare them regularly.
- Surface possible missing customer records on a recurring schedule.
- Review unmatched people before creating billing records.
- Receive a concise report in the channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the recipient review.
- 3Tell Notis to compare available Accredible recipient identifiers with Chaser customer external IDs and report unmatched recipients for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the matching logic before relying on the report.
Questions about this workflow
Will this automatically create customers?
No. This workflow lists Chaser customers and reports possible unmatched recipients for review; it does not create records.
What identifier should be compared?
Use an identifier available in both systems, such as a recipient identifier stored as the Chaser external ID. If no shared identifier is available, provide a matching rule or treat the result as a manual review list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Chaser. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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