Find affiliate partners missing from Chaser
See which partners need a Chaser customer record before invoice work begins.
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
Invoice preparation slows down when an affiliate partner is missing from Chaser or partner identity is unclear.
- Catch customer setup gaps before invoice creation.
- Create a concise exception list instead of checking every partner manually.
- Keep affiliate billing readiness visible on a recurring basis.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: compare the supplied Adtraction partner details with the Chaser customer list and report likely missing or ambiguous customer matches without creating records automatically.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real partner and confirm the match or exception report.
Questions about this workflow
Does this create Chaser customers automatically?
No. It reports likely gaps for review. Customer creation is a separate action and requires suitable customer details.
What if Adtraction does not return partner details?
The workflow needs partner information supplied in the request or available from the connected source. Missing details should be reported rather than guessed.
Why check customers before invoicing?
Chaser invoice creation expects the customer to exist, so identifying gaps early prevents failed or misdirected invoice work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Chaser. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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