Verify a specific customer contact before billing follow-up
Get the details for one named contact when an account review needs a quick verification.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact Person by ID
Returns details for one contact person associated with a customer.
Why this helps
Checking a specific representative can become a detour through customer lists and multiple records.
- Retrieve one contact person by ID for a specified customer.
- Include the returned details in the run report.
- Keep contact verification focused on the record under review.
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.
- 3Ask Notis to retrieve the contact person using the supplied customer and contact identifiers and report the result.
- 4Choose a webhook trigger for the system sending the verification request.
- 5Choose a run-report channel, then test with one real contact record.
Questions about this workflow
Can it find a contact using an email address only?
The listed action retrieves a contact by ID for a customer, so include the customer and contact identifiers.
Does it update the contact?
No. It retrieves contact details only.
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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