Find the Chaser customer linked to an AccuLynx record
Make a targeted customer lookup in Chaser when an AccuLynx request includes the customer's external ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
Searching through customer lists to confirm one account interrupts work and can lead to choosing the wrong record.
- Retrieve one customer's details using its external ID.
- Avoid manually scanning the full customer list.
- Route the result through a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer lookups.
- 3Tell Notis to retrieve the Chaser customer details for the external ID supplied in each AccuLynx webhook and summarize the result in the run report.
- 4Choose the webhook trigger and report channel, then test with one real external ID.
Questions about this workflow
Which ID does this lookup use?
It retrieves a customer by the external, source-system ID. Include the correct external ID in the webhook request.
Does it change the customer record?
No. This action retrieves details. Updating a customer requires the Update Customer action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chaser. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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