Keep approved customer records in sync
Review verified customer updates in Aeroleads and send approved records to Chaser in one batch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Updating customer records one at a time creates busywork and increases the chance of inconsistent details.
- Process multiple approved customer updates in one run
- Match records using supplied external identifiers
- Reduce repeated manual customer updates
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: find approved customer records with stable external IDs, verify required details, and bulk upsert eligible customers to Chaser.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real approved record before using a larger batch.
Questions about this workflow
Does Aeroleads provide customer records automatically on a schedule?
No trigger event is listed. The scheduled automation must be able to retrieve the intended records through the connected API or a supplied data source.
Will it sync every prospect?
No. Only records explicitly designated as approved customers and containing the required data should be considered.
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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