Keep additional customer contacts available in Chaser
Send an additional contact to Notis and add them to the matching Chaser customer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact Person
Adds a contact person to an existing customer account.
Why this helps
Important billing contacts can remain in the CRM while finance teams work from incomplete customer records.
- Make additional contacts available to Chaser users
- Require the existing customer and contact identifiers
- Reduce manual contact entry
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chaser once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3Ask Notis to add the contact to the existing Chaser customer only when customer_id and external_id are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real additional contact and verify it belongs to the intended customer.
Questions about this workflow
Can this create a new Chaser customer?
No. This action adds a contact person to an existing customer and requires customer_id and external_id.
What if the customer ID is missing?
Have Notis report the contact for review rather than creating it against an unconfirmed customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chaser. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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