Review Chaser customer details on your schedule
Pull customer contact and status information into a recurring review so account details do not slip out of view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer records and statuses can drift when nobody has a simple, regular view of the full list.
- Retrieve the organization's Chaser customer list.
- Review returned contact and status information together.
- Make recurring account checks easier to keep up with.
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 Chaser customers and summarize their returned contact and status information.
- 3Pick a recurring schedule for the account review.
- 4Choose where you want run reports to go.
- 5Test with one real run and review the returned customer information.
Questions about this workflow
Does this retrieve all customers?
The action retrieves the list of customers associated with the organization.
Can it update a customer status?
No. This workflow retrieves customer information for review.
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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