Know which company accounts need a billing contact
Get a periodic list of customer accounts where billing contact details may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
A customer can exist in Chaser while the people needed for billing communication remain unclear.
- Check contacts for selected customer accounts.
- Spot missing or incomplete contact coverage.
- Keep follow-up focused on accounts that need 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 find Chaser customers associated with selected Affinity companies, list their contact persons, and report accounts with no suitable billing contact.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer and review the contact assessment.
Questions about this workflow
Can Notis decide who is the billing contact?
Only if the available records or your prompt make that role clear. Otherwise it should report the contacts for your review.
Does this add or change contacts?
No. The workflow lists contact persons and reports possible gaps.
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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