Get a focused customer detail check
Review customer details for selected Affinity companies in one report, with missing IDs called out clearly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
Finding a specific billing account can take several searches when CRM and finance work are split across apps.
- Look up selected Chaser customers using confirmed external IDs.
- Collect relevant customer information in one report.
- Call out companies with missing identifiers.
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 retrieve Chaser details for selected Affinity companies using their confirmed external IDs and report any missing identifiers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and confirm the returned customer is correct.
Questions about this workflow
Does this change Chaser records?
No. This workflow retrieves customer details and reports them; it does not update records.
What if the Affinity record has no external ID?
The workflow should list the missing ID and skip the lookup until it is provided.
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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