Bring the latest Agile CRM customer details into Chaser
Let Notis carry approved customer changes into the account Chaser uses for collections.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Updating customer contact details in two systems creates avoidable follow-up errors.
- Reduce rekeying after customer changes
- Identify the right Chaser record by external ID
- Keep collection contact details consistent
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.
- 3In one instruction, ask Notis to update the existing Chaser customer from each Agile CRM customer change, using its external ID.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer update whose external ID is known.
Questions about this workflow
What identifier does Chaser use for this update?
The listed Chaser action updates a customer using its unique external ID. Ensure the Agile CRM identifier is consistently supplied as that external ID.
Will this create a new customer if none matches?
This action is for updating an existing customer. If a match is not found, have the automation report the issue rather than assume an update succeeded.
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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