Refresh customer records on a schedule using verified details
Have Notis periodically process the verified customer data you provide and update matching Chaser records in batches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Customer details can drift between verification and invoicing, leaving your team to notice and fix records manually.
- Process a batch of verified customer details on a recurring schedule.
- Match updates using Chaser external identifiers.
- Get a run report so exceptions are easier to review.
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 customer records to refresh.
- 3Instruct Notis to use the verified customer data made available to the automation and bulk upsert matching Chaser records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and review the updated records and report.
Questions about this workflow
Does the schedule fetch records from Addressfinder automatically?
The supplied information describes Addressfinder's verification capabilities but provides no trigger event or data-fetch action. Make the verified data available to the automation for processing.
Can this update multiple customers at once?
Yes. The selected Chaser action supports bulk upserts of up to 100 customers per operation.
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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