Update customer contact lists in one handoff
Send a reviewed contact batch to Notis and keep the existing Chaser customer contacts current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Updating several contacts individually can make a customer handoff tedious and error-prone.
- Handle multiple approved contacts in one request
- Use external IDs to match contact records
- Keep the contact batch tied to an existing customer
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: bulk upsert the approved contact records for the specified existing Chaser customer using their supplied external IDs.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one small real contact batch.
Questions about this workflow
Can the batch create a new customer?
No. This action upserts contacts for a specified existing customer.
What if a contact does not have an external ID?
The automation should exclude it and report the missing identifier rather than guess a match.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.