Keep Chaser customer details current from documents
When a customer document contains updated details, extract them and refresh the matching Chaser record using its confirmed external ID.
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
Changes buried in customer paperwork can leave contact information in Chaser out of date.
- Reduce retyping when customer details change.
- Require a confirmed external ID to identify the record.
- Make document-based updates easier to review.
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 changed customer details, confirm the external ID, and update the matching customer in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real document containing a known customer update.
Questions about this workflow
How does it find the right customer?
The instruction should require a confirmed external ID before using Chaser's customer update action.
Can it infer information that is not in the document?
No. It can use extracted details and information you provide, but missing details should be reviewed.
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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