Keep customer billing contacts close at hand
When a useful contact is confirmed in Affinity, add them to the existing Chaser customer account with the required identifiers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact Person
Adds a contact person to an existing customer account.
Why this helps
Billing contacts get lost when a relationship update stays in the CRM and never reaches the customer account.
- Carry verified contact details into the billing account.
- Require both the customer and contact external IDs.
- Report missing or uncertain identifiers before writing.
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 find the existing Chaser customer and add the verified Affinity contact only when the customer ID and contact external ID are available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and confirm it appears under the intended customer.
Questions about this workflow
Can this create a contact without an existing Chaser customer?
No. This action adds a contact person to an existing customer and requires customer_id and external_id.
Will it add a contact if the person already exists?
The prompt should instruct Notis to check existing contacts when possible and report uncertain duplicates for review.
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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