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Notis

Put verified customer contacts where invoice follow-up happens

Send checked contact details from your Addressfinder process to Notis and keep the right Chaser customer contacts up to date.

Trigger

Webhook received

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

Action

Bulk Upsert Contact Persons

Creates or updates up to 100 contact people for a customer, matched by external ID.

Why this helps

Billing teams can lose time chasing the wrong contact when verified details are not reflected in Chaser.

  • Create or update up to 100 contact persons in one request.
  • Use external contact identifiers to match existing contacts.
  • Keep contact updates tied to the specified Chaser customer.

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 verified contacts to process.
  • 3Instruct Notis to use the checked contact details and customer identifier from each request to upsert contact persons.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Send one real example for an existing Chaser customer and review the contact changes.

Questions about this workflow

Can this action create a Chaser customer too?

This workflow uses the contact-person bulk upsert action, which is for contact persons associated with a customer. The customer should already exist in Chaser.

What starts the automation?

An HTTP request starts it. Addressfinder does not expose a trigger event in the supplied event list.

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.

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.

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

When this happens · Trigger

Do this · Action

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