Carry confirmed client changes into Chaser
Keep billing records current when an authorized AgencyZoom update changes customer information used in Chaser.
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
Client changes can be recorded in the agency system but missed in the billing system, creating avoidable follow-up confusion.
- Apply only confirmed billing-relevant changes.
- Identify the Chaser customer by the supplied external ID.
- Reduce manual comparison between client records.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update only confirmed billing-relevant customer details and to use the supplied external ID.
- 4Choose a webhook trigger for the system sending the AgencyZoom change.
- 5Choose a run-report channel, then test with one real customer update.
Questions about this workflow
What identifies the customer to update?
The Chaser action uses the customer's unique external ID, which should be included in the supplied update.
Will it copy every AgencyZoom field?
No. Instruct Notis to apply only the relevant supplied changes; do not assume that every AgencyZoom field has a Chaser equivalent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chaser. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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