Create Chaser customers from submitted documents
Turn customer details in a document into a Chaser record, with the information Affinda can actually find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
Customer onboarding details often arrive in documents that are easy to forget to enter into the finance system.
- Avoid repeated manual entry of customer details.
- Create customer records from submitted documents.
- Surface incomplete information for 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 customer details and create a Chaser customer only when required details are present.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real customer document.
Questions about this workflow
What documents can I submit?
Submit a document Affinda can parse for customer information. The exact details available depend on the document.
What if key details are missing?
Instruct Notis to report incomplete information for review rather than creating a partial customer.
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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