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Notis

Upsert Chaser customer records from project updates

When your project system supplies an updated customer record, let Notis reconcile it with Chaser using the external identifier.

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 can become inconsistent between a connected project and the receivables system when updates are copied by hand.

  • Create or update customer records in one bulk-capable action.
  • Match records using supplied external identifiers.
  • Reduce repeated entry when project customer details change.

Setup

Build it in a few focused steps.

  • 1Connect Adafruit IO and Chaser once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to use supplied customer identifiers and details to upsert the matching Chaser records.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real customer update and verify the resulting Chaser record.

Questions about this workflow

Does this workflow discover customer details from Adafruit IO?

No Adafruit IO event is listed. Your webhook payload or connected process must provide customer data and the external identifier used for matching.

Can one request contain several customers?

The selected Chaser action supports bulk upserts for up to 100 customers per request. Provide valid records and identifiers for each.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adafruit IO to Chaser. A trigger fires from one place; an action lands in another.

Adafruit IO triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Creates a new invoice record in the organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Person

Adds a contact person to an existing customer account.

ActionInstant

Get Credit Notes

Retrieves credit notes.

ActionInstant

Get Customer by ID

Retrieves detailed information about a specific customer.

ActionInstant

Create Overpayment

Creates an overpayment record for an existing customer to track credit toward future invoices.

ActionInstant

Get Customers

Retrieves a list of all customers and their contact and status details.

ActionInstant

Delete Contact Person

Deletes a contact person from a customer record.

ActionInstant

Get Organization

Retrieves information about the connected organizations.

ActionInstant

Connect any two apps with Notis in the middle.

Adafruit IO and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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