Find customer record gaps before they disrupt collections
Get a focused reconciliation of Chaser customers and the Agile CRM records you provide.
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 mismatches can remain unnoticed until an invoice needs attention.
- Spot missing or inconsistent customer records
- Review discrepancies in one report
- Avoid assuming unavailable Agile CRM data
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 retrieve Chaser customers, compare them with the Agile CRM records available to it, and report mismatches or missing data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real sample of customer data from both systems.
Questions about this workflow
Can the workflow query Agile CRM automatically?
No Agile CRM trigger or read action is listed in this package context. Make the Agile CRM records available to the automation before relying on a comparison.
Does this workflow change Chaser records?
No. It retrieves the Chaser customer list for a reconciliation report; review findings before making customer changes.
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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