Keep AgencyZoom client details current in Chaser
When an approved client batch is ready, bring its customer records into Chaser in one operation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Updating customer records one at a time creates repetitive work and makes stale billing details easier to miss.
- Process multiple approved customer records in one Chaser action.
- Use external IDs to match records for updates.
- Reduce repetitive billing-record maintenance.
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.
- 3In one instruction, say to upsert only the supplied approved client records and use their stable external IDs for matching.
- 4Choose a webhook trigger used by the system that sends the approved batch.
- 5Choose a run-report channel, then test with one real batch of client records.
Questions about this workflow
How many records can the Chaser action process?
The listed bulk upsert action supports up to 100 customers per request.
What does the workflow need for matching?
The source payload should provide a stable external ID or ID for each customer.
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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