Add the right billing contact to Chaser
Pass a verified contact handoff to Notis and add the person to the existing Chaser customer record.
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
New billing contacts can get lost between a lead enrichment step and an existing customer account.
- Reduce repeated contact entry
- Keep new billing contacts attached to the existing customer
- Require supplied identifiers before creating the contact
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: add the approved contact to the specified existing Chaser customer using the supplied customer_id and external_id.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real, approved contact example.
Questions about this workflow
Can this create the customer too?
No. This action adds a contact person to an existing customer. Create the customer separately if it does not exist.
What if the customer or contact identifier is absent?
The automation should report the missing identifier and avoid attempting the contact creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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