Keep Chaser customer details aligned
Send verified customer corrections to Notis and update the matching Chaser record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Verified customer changes can be missed when they must be copied from a handoff into billing records.
- Reduce manual copying of approved corrections
- Use the supplied external customer identifier
- Create a report of updates and missing details
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: update the Chaser customer identified by the supplied externalid using only the verified, approved values in the webhook.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one approved customer update example.
Questions about this workflow
Can Aeroleads decide which customer details are correct?
This workflow assumes the webhook contains verified and approved values. Notis should not treat unverified prospect data as authoritative customer data.
Can it create a customer if no match exists?
No. This action updates an existing customer using its external identifier.
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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