Catch customer record follow-ups with a scheduled review
A recurring Chaser review can bring customer contact and status details into one focused report so follow-ups do not get lost.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Customer records that need attention can remain unnoticed when teams review them only during an individual billing task.
- Create a regular moment to review customer records
- Bring contact and status information into a concise report
- Make follow-up items easier to spot
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to retrieve Chaser customers and summarize records that need your review, using only the contact and status information returned.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Test with one run and review the resulting customer summary.
Questions about this workflow
Does this workflow change customer records?
No. It retrieves the customer list and reports information for review; it does not update records.
Can it identify any issue I want?
Only if the relevant information appears in the returned customer contact or status data, or you provide a clear review rule.
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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