Find missing billing contacts before follow-up begins
See whether the contacts in Chaser match the account contact information available to your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
A missing or outdated customer contact can delay invoice conversations and payment follow-up.
- Find contact gaps for selected customers
- Review contacts before invoice follow-up
- Keep comparisons grounded in supplied records
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 list Chaser contacts for selected customers and compare with the Agile CRM contact data available to it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real customer and a known contact list.
Questions about this workflow
Can the action list contacts for every customer automatically?
The action requires a specific customer. Provide the customer identifiers to check, and have Notis report if any identifier is unavailable.
Will it update contact records?
No. It retrieves contact persons for review. Use a separate update workflow if you need to change a contact.
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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