Keep customer contacts current from documents
Extract contact details from submitted paperwork and update the matching customer contacts in Chaser in one batch.
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
Contact changes buried in documents can leave customer communications pointed at the wrong person.
- Update several contacts together.
- Require the customer and contact identifiers to be confirmed.
- Reduce retyping of contact details.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to extract contact people, confirm the existing customer and contact external IDs, and bulk upsert the contacts in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with a small real batch for a known customer.
Questions about this workflow
What does Chaser need for contact upsert?
The action is for a customer and matches contacts by external_id. Confirm the customer and contact identifiers in the instruction.
Can this create contacts for an unknown customer?
The workflow should require an existing, confirmed customer before updating its contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chaser. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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