Keep customer details current after research
Turn verified research into a focused customer record update, with Notis handling the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Customer details can become stale when useful research is found but never makes it into the finance record.
- Use research to identify a proposed customer detail change.
- Update an existing customer using its confirmed external ID.
- Keep the change tied to the research handoff.
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 verify the requested customer detail from the research handoff, then update the Chaser customer using its confirmed external ID.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real customer and a change you have verified.
Questions about this workflow
What identifier does the update require?
The Chaser action uses the customer's external ID. Include and confirm it in the handoff.
Will it update every detail found online?
The automation should update only the specific detail you instruct it to verify and change.
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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