Keep billing customer details current
When company details change, have Notis check the matching customer record and update only confirmed information.
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
Outdated customer contact details can make billing follow-up harder and create avoidable manual checks.
- Carry verified company changes into Chaser.
- Use the external ID required to identify the customer.
- Report missing identifiers or uncertain matches.
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 locate the Chaser customer by confirmed external ID and update only customer details verified in Affinity.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company change and review the updated record.
Questions about this workflow
Can Notis update a customer without an external ID?
The Chaser update action requires the customer's external ID. If it is missing or uncertain, the workflow should report that instead of guessing.
Will every Affinity field overwrite Chaser?
The prompt should name which verified details to update. Notis is prompt-based, so it does not use field mappings.
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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