Review customer contact details before they cause a delay
A short scheduled customer review can surface contact gaps before they slow down payment communications.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer records can accumulate missing or stale contact details that are hard to notice one at a time.
- Review customer records in one scheduled pass.
- Surface missing details that are visible in the returned data.
- Keep the summary focused on records that need human review.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe summarizing customer contact gaps that are visible in the returned Chaser records.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real customer list run and check that the summary is actionable.
Questions about this workflow
Can the workflow know whether a phone number is current?
Only if the returned data or your instruction provides a reliable way to determine that. Otherwise, it can identify visible gaps, not verify freshness.
Does this workflow change customer records?
No. It retrieves customer records and produces a review for you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Chaser. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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