Review the people linked to a Chaser customer
Keep customer representatives visible so invoice communication has the right contacts close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
Contact people can be difficult to find when the invoice team has to switch from a customer record to a separate lookup.
- Retrieve contact persons for a specified customer.
- Summarize available contact details in a recurring report.
- Make the right customer representatives easier to find.
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 which Chaser customer to review and which returned contact details to summarize.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real customer ID and verify the contact list.
Questions about this workflow
What does this action need?
It retrieves contact persons for a specific Chaser customer. Provide the customer identifier in the automation context.
Can it tell which contact should receive a reminder?
It can report available contact information. Your instruction must state how to choose a recipient if that rule is not present in the returned data.
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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