Open a specific Chaser contact after research
Turn a research finding about a customer representative into a direct contact detail lookup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contact Person by ID
Returns details for one contact person associated with a customer.
Why this helps
A detail about a representative is harder to act on when you still have to locate their Chaser contact record.
- Retrieve detailed information for a specific contact person.
- Keep research context alongside the contact record.
- Reduce friction when reviewing a customer representative.
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 retrieve the contact person identified by the incoming research handoff and present the result for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real contact person identifier.
Questions about this workflow
Does this find contacts by name?
This action retrieves a specific contact by ID. Include the contact identifier in the handoff.
Can it update contact details?
No. It retrieves details only.
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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