Keep an important Chaser customer record in view
A scheduled record check helps keep important customer context easy to find without a repeated manual search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
Customer details can be hard to retrieve quickly when follow-up work is spread across multiple tasks.
- Retrieve one customer by its external source system ID.
- Summarize details returned by Chaser for review.
- Reduce repeat lookup work for important customer accounts.
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 the customer external ID to retrieve and the details to include in the summary.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real external ID and confirm the correct Chaser customer is returned.
Questions about this workflow
What identifier does this action use?
It retrieves a customer by the external ID from the source system. Supply the exact ID in the workflow context.
Will it update the customer?
No. It retrieves customer details for review.
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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