Verify a researched company against its Chaser record
Check a specific customer record right after a web research task identifies it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
A company match can be uncertain when research and accounting records use different names.
- Retrieve a specific customer using its source-system external ID.
- Compare the returned record with the research context.
- Make customer matching more deliberate before follow-up.
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 external ID from the research handoff to retrieve the specific Chaser customer for verification.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real customer external ID.
Questions about this workflow
Can it search by company name instead?
This Chaser action retrieves a customer by external ID. Supply the relevant external ID in the handoff.
Will it create a missing customer?
No. It retrieves a customer record for verification.
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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