Keep Chaser customer contact details current
When a customer confirms a contact change by email, Notis can update the matching Chaser record using its external ID.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Why this helps
Confirmed contact changes can stay buried in email, leaving billing communications pointed at outdated details.
- Keep customer contact details current
- Reduce manual inbox-to-record updates
- Require a clear customer match before updating
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to update a Chaser customer's contact details only when an email confirms the change and includes the customer's external ID; report unmatched requests.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real confirmed contact change.
Questions about this workflow
What identifier does the update require?
The Chaser update action uses the customer's unique external ID. Include it in the email or provide a reliable way for Notis to find it.
Can it act on an unconfirmed request?
Set the instruction to require a clear confirmation before changing customer information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chaser. A trigger fires from one place; an action lands in another.
Agent mail triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Agent mail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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