Turn a customer research batch into Chaser records
Move a reviewed group of customer details into Chaser in one organized run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Adding or refreshing customers one at a time creates repetitive admin after research is complete.
- Bulk upsert up to 100 customers in a single operation.
- Match records using external IDs or IDs as supported by Chaser.
- Reduce repeated manual customer record handling.
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 prepare a customer batch from the incoming research, using only details you have confirmed, and bulk upsert it in Chaser.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real customer record before sending a batch.
Questions about this workflow
How are existing customers matched?
The action matches customers by external_id or id for updates.
How many records can I send in one operation?
The listed action supports up to 100 customer records.
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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