Keep Chaser contact persons current with verified details
Let Notis process the verified contact records you provide on a recurring schedule and update the corresponding Chaser customer contacts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Contact details that changed after verification can leave invoice reminders going to an outdated address.
- Refresh multiple contact persons in a batch of up to 100.
- Match existing contacts using external IDs.
- Review scheduled run results in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Chaser once in Notis.
- 2Create an automation in the portal or tell Notis from any channel what contact records to refresh.
- 3Instruct Notis to process the verified contact data made available to it and bulk upsert contacts for the specified existing customers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example batch and review the affected contact persons.
Questions about this workflow
Do all customer records need to exist in Chaser first?
Yes. The contact-person action applies contacts to a customer, so each referenced customer should already exist in Chaser.
Where does the verified contact data come from?
Provide the Addressfinder-verified data to the automation. The supplied event list does not include an Addressfinder trigger or a data retrieval action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Chaser. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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