Keep customer contact records current in batches
Review contact details on a cadence and send confirmed changes to Chaser together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Updating several customer contacts separately turns a useful research pass into a string of repetitive edits.
- Bulk insert or update up to 100 contact persons in a request.
- Match contacts by external ID as supported by Chaser.
- Keep verified contact changes together in one scheduled run.
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 research the specified contact details and bulk upsert only contact changes you have confirmed for the customer.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real contact person before preparing a batch.
Questions about this workflow
Can this update contacts for multiple customers at once?
The action is for contact persons for a customer. Set up the instruction around the specific customer being processed.
What is the batch limit?
The listed action supports up to 100 contact persons in one request.
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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