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Notis

Check Chaser customers after AgentQL research

Send a research result to Notis and get the relevant Chaser customer records in one run.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Customers

Retrieves a list of all customers and their contact and status details.

Why this helps

Researching a company and then manually searching Chaser for its customer record adds another context switch.

  • Check whether a researched company already has a Chaser record.
  • Review customer contact and status details alongside research.
  • Reduce duplicate customer searches.

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 incoming AgentQL research to identify likely matching customers and retrieve Chaser's customer directory for review.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real company research result.

Questions about this workflow

Does this create a Chaser customer?

No. It retrieves customer records for review and does not create or change them.

What starts the automation?

An HTTP request sent to the Notis webhook starts the run.

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.

TriggerScheduled

Create Invoice

Creates a new invoice record in the organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Person

Adds a contact person to an existing customer account.

ActionInstant

Get Credit Notes

Retrieves credit notes.

ActionInstant

Get Customer by ID

Retrieves detailed information about a specific customer.

ActionInstant

Create Overpayment

Creates an overpayment record for an existing customer to track credit toward future invoices.

ActionInstant

Get Customers

Retrieves a list of all customers and their contact and status details.

ActionInstant

Delete Contact Person

Deletes a contact person from a customer record.

ActionInstant

Get Organization

Retrieves information about the connected organizations.

ActionInstant

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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