Create Chaser customers from verified Affinity records
Turn a confirmed company record into a Chaser customer, with a report when key billing details are missing.
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
New customer setup often gets postponed while you copy company information between tools.
- Reduce repeated company-detail entry.
- Check the Chaser customer list before creating a record.
- Flag incomplete billing information for attention.
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 check for a matching Chaser customer and create one from verified Affinity company details only when required details are present.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company record and review the result.
Questions about this workflow
How does the workflow avoid duplicate customers?
Tell Notis to check the Chaser customer list and compare available identifiers before creating a record. Review uncertain matches instead of creating a duplicate.
What if Affinity lacks a billing address or other required detail?
The automation should report what is missing and leave customer creation for follow-up.
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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