Keep customer contact people easy to review
Make the people attached to a Chaser customer easier to check before billing follow-up.
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
Finding the current contact person can take extra effort when customer communication details are spread across records.
- See available contacts for the selected customer
- Prepare for a billing follow-up with less searching
- Spot contact details that may need verification
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: list contact people for the specified Chaser customer and summarize returned names, emails, and phone details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real customer contact list example.
Questions about this workflow
Does this retrieve contacts for every customer?
The listed action retrieves contacts for a specific customer, so the automation needs a customer identifier or another supported way to select that customer.
Can it update contact details?
No. This workflow lists contacts for review. Use an update action after verifying the intended change.
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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