Find the Chaser customer behind an AgencyZoom client ID
Pull the matching customer details into an account review using the source ID already available in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
Switching systems to identify a customer by hand slows down account support and billing checks.
- Retrieve a specific Chaser customer using its external source ID.
- Include customer details in the run report for review.
- Avoid searching through the full customer list for a known identifier.
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 Chaser customer matching the external ID supplied in the request and report the result.
- 4Choose a webhook trigger for the system sending the client ID.
- 5Choose a run-report channel, then test with one real customer ID.
Questions about this workflow
What identifier does the lookup need?
It needs the customer's external source-system ID.
Will it create the customer if no match is found?
No. This action retrieves a customer by ID; it does not create one.
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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