Review customer records alongside public company research
Keep customer review moving by bringing records and current public context into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer records are easier to review when external context does not require a separate research session.
- Retrieve customer contact and status information from Chaser.
- Add relevant public research to support account review.
- Surface context in one scheduled report.
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 customer records you want reviewed and use AgentQL to research relevant public company context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real customer review.
Questions about this workflow
Does this detect internal record errors?
Not automatically. It can summarize retrieved records and public research, but your review rules must be stated in the instruction.
Can it research private customer information?
AgentQL can research information available to the connected browsing workflow. Private account details must be provided by your systems or by you.
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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