Find the right customer contacts after research
Bring the customer contacts into view as soon as your research identifies an account to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
Finding the right contact after researching an account often means another round of searching and tab switching.
- Retrieve contact persons for a specific customer.
- Pair contact details with the incoming research context.
- Prepare a more informed account review.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the customer identifier from the research handoff to retrieve that customer's contact persons for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real customer account.
Questions about this workflow
Does this create or update contact people?
No. It lists contact persons for the specified customer.
What customer information should the handoff contain?
Include the customer identifier needed to retrieve the correct account in Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Chaser. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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