Keep Affinity companies and Chaser customers in sync
Get a concise account review that highlights which deal-related companies may need a Chaser customer record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
It is easy to overlook billing setup when company details live in one system and customer records in another.
- See relevant companies without manually checking both apps.
- Identify possible missing customer records for review.
- Keep a scheduled billing readiness report.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to compare relevant Affinity organizations with the Chaser customer list and report likely missing or inconsistent records without creating anything.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this automatically create customer records?
No. This workflow retrieves Chaser customers and reports possible gaps for review. It does not create or update records.
What counts as a relevant Affinity company?
Specify the deal stage, list, or other available Affinity criteria in the automation prompt. Notis will not invent a filter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chaser. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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