Bring verified customer research into Chaser
Move a batch of verified customer details into Chaser while matching records by external ID.
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
Customer research often piles up because transferring many records into the billing system takes repetitive effort.
- Create or update up to 100 customers in one operation.
- Match records by external ID or ID.
- Reduce repeated entry for verified customer batches.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Chaser once in the Notis portal.
- 2Create an automation by telling Notis to bulk upsert verified customer records from Agenty into Chaser, matching by external ID.
- 3Pick a webhook trigger when a customer batch is ready.
- 4Choose where you want run reports to go.
- 5Test with one real batch of customer records.
Questions about this workflow
How does Chaser match existing customers?
The bulk upsert action matches by external_id or id.
How many customer records can one request include?
The action supports up to 100 customers in a single operation.
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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