Upsert ActiveMerge billing customers in Chaser
Send the customer details collected for a billing document to Chaser, matching records by external ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Customer details captured during document preparation can be missing or outdated in the invoicing system.
- Create or update up to 100 customer records per request.
- Match records using external_id or id.
- Prepare customer records for later invoice creation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: bulk upsert the supplied customer records in Chaser using their external identifiers.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real customer record or batch and review the report.
Questions about this workflow
What does the action use to match customers?
It matches by external_id or id, as supported by the Chaser bulk upsert action.
How many records can be sent at once?
Up to 100 customer records in a single operation.
Does this automatically create invoices?
No. This workflow creates or updates customer records only.
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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