Review customer records on a schedule
Get a regular view of customer contact and status information from Chaser, delivered as a run report.
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
Customer details and status can be hard to keep in view when account work is spread across systems.
- Review customer contact and status information in one report.
- Make routine account checks easier to remember.
- Use a schedule that fits your review rhythm.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Chaser once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe which customer contact and status information you want summarized from Chaser.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Does this change customer records?
No. It retrieves customer information and reports the results.
Can it review every customer?
The Get Customers action retrieves the organization's customer list. Notis can summarize the data returned by Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Chaser. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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