Get a recurring digest of Chaser customer records
Bring customer contact and status details into a regular review so account follow-up does not depend on memory.
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 status and contact details can drift out of view when billing records are only checked one at a time.
- Review customer contact and status information in one recurring run.
- Reduce ad hoc account checks.
- Send the result to a chosen reporting channel.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: retrieve Chaser customers and summarize contact or status details that need attention.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real run and confirm the digest is clear.
Questions about this workflow
Does the action return customer information?
Yes. Get Customers retrieves the organization’s associated customers and their contact and status information.
Does this modify customer records?
No. This workflow retrieves information and summarizes it.
Can I choose how often it runs?
Yes. Select a recurring schedule for the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Chaser. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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