Process customer document batches into Chaser
Submit a batch of customer documents, extract the available records, and keep Chaser up to date with a bulk upsert.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Handling customer records one document at a time makes a backlog harder to clear and more prone to inconsistent updates.
- Handle multiple customer records in one run.
- Match updates using external IDs.
- Reduce repeated entry across a batch of documents.
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 customer records from the submitted batch, verify external IDs, and bulk upsert the confirmed records in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with a small real batch of customer documents.
Questions about this workflow
How are customer records matched?
Chaser bulk upsert matches by external ID or ID. Instruct Notis to confirm an identifier before including a record.
How many records can one upsert handle?
The listed Chaser action supports up to 100 customers in a single operation.
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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