Turn an AccuLynx customer update into a Chaser customer
Keep customer records in sync by having Notis read an AccuLynx update and create the corresponding Chaser customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
Re-entering customer details in a separate receivables system adds busywork and can leave billing records behind.
- Reduce repeated entry when setting up customer records.
- Use the source system's external customer ID to identify the Chaser record.
- Send a run report to a channel you already monitor.
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 give it a name.
- 3Tell Notis to create a Chaser customer from the customer details and external ID in each AccuLynx webhook, and to avoid creating incomplete records.
- 4Choose the webhook trigger, set a report channel, and test with one real customer example.
Questions about this workflow
Does AccuLynx provide a native trigger for this workflow?
No. Start it with a Notis webhook, which begins when an external tool or custom backend sends an HTTP request.
What information should the webhook include?
Include the customer details needed to create the Chaser record and a stable external ID. The workflow depends on the data sent with the request.
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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