Review Chaser customer contact details for client follow-up
Make customer contact and status information easier to review alongside agency account work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Preparing a client follow-up can take too long when contact and billing context must be gathered from separate tools.
- Retrieve customer contact and status information from Chaser.
- Prepare a consolidated report for account review.
- Make follow-up preparation less dependent on manual lookups.
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.
- 3Describe a scheduled retrieval of Chaser customers and a concise review report using accessible AgencyZoom account context.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real account review.
Questions about this workflow
Does this send customer follow-ups?
No. It retrieves customer information for a report; it does not send communications.
Can the report include all customers?
The listed action retrieves a list of customers. The run prompt can ask for a concise summary or focus on relevant records if those criteria are available.
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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