Add verified contacts to the right Chaser customer
Keep additional customer contacts close to the account they support, without retyping the verification result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact Person
Adds a contact person to an existing customer account.
Why this helps
A verified contact can be left out of invoice communications when customer records are maintained separately.
- Add an additional contact to an existing Chaser customer account.
- Use the customer ID and external contact ID supplied by your process.
- Reduce missed contact updates after verification.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe adding the supplied contact person to the existing customer using the required customer ID and external ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact payload for an existing Chaser customer.
Questions about this workflow
What identifiers does this action require?
The Chaser action requires the customer ID and external ID for the contact person.
Does this create a customer too?
No. This workflow adds an additional contact to an existing customer account. Create or confirm the customer separately first.
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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