Remove obsolete contacts from Chaser customer records
Send a clear contact removal request to Notis and remove the confirmed person from Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Contact Person
Deletes a contact person from a customer record.
Why this helps
Old contacts can remain attached to customer records and confuse billing communication.
- Keep contact lists relevant
- Require both customer and contact identifiers
- Report removal requests that cannot be verified
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.
- 3Tell Notis to delete a contact person only for an explicit removal request with both customer and contact identifiers confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real removal request and verify the intended contact was removed.
Questions about this workflow
Does the action require the customer's identifier?
Yes. The action requires both the customer identifier and contact person identifier.
Will it remove contacts based on inactivity?
No. This workflow acts only on an explicit removal request. The provided context does not include contact activity history.
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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