Check customer details before taking action
Confirm the right Chaser customer from an external reference before moving on to account work.
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 customer name found during research may not be enough to confidently identify the matching account.
- Retrieve a specific customer by external ID.
- Check customer details before preparing follow-up.
- Reduce uncertainty when names or references are similar.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Chaser once in the Notis portal.
- 2Create an automation by telling Notis to retrieve the Chaser customer matching the external ID found by Agenty.
- 3Pick a webhook trigger for the customer reference you want checked.
- 4Choose where you want run reports to go.
- 5Test with one real external ID.
Questions about this workflow
What identifier does this lookup need?
It needs the customer's external ID.
Does this workflow create or update a customer?
No. It retrieves customer details by external ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Chaser. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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