Keep customer contacts aligned across AgencyZoom and Chaser
Send confirmed contact changes to Chaser so invoice communications can reach the right people.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
A changed client contact can leave invoice follow-ups pointed at someone who no longer handles the account.
- Update multiple contact people in one request.
- Match contact records using external IDs.
- Keep invoice communication details aligned with approved source updates.
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 upserting only confirmed contact changes for an existing Chaser customer, using supplied customer and contact external IDs.
- 4Choose a webhook trigger for the system that sends the contact update details.
- 5Choose a run-report channel, then test with one real updated contact.
Questions about this workflow
Does this create the Chaser customer too?
No. This action upserts contact people for a customer, so the customer must already exist and its identifier must be supplied.
Can it process more than one contact?
Yes, the listed bulk contact upsert action supports up to 100 contacts in one request.
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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