Keep a recurring view of Chaser customer records
Have Notis retrieve the customer list on a schedule and summarize the contact and status details Chaser returns.
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
A customer record review gets postponed when it requires opening the billing system and checking records one by one.
- Bring customer contact and status information into a recurring report.
- Make periodic account reviews easier to start.
- Keep the review results in a familiar report channel.
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 the customer review.
- 3Tell Notis to retrieve Chaser customers and summarize the contact and status information returned.
- 4Choose a recurring schedule and report channel, then test with one real run.
Questions about this workflow
Does this update customer records?
No. Get Customers retrieves the customer list and its contact and status information.
Can it report a change from the previous review?
Only if prior results are supplied or otherwise available to Notis. The workflow should not assume Chaser provides a historical baseline.
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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