Keep customer records aligned across Agile CRM and Chaser
Send customer updates into Notis and keep Chaser ready for accurate invoice follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
Customer details maintained in Agile CRM can go stale in Chaser, making invoice work harder to trust.
- Reduce duplicate customer entry
- Use Agile CRM's customer identifier to match records
- Keep Chaser customer data current
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.
- 3Describe how to create or update the matching Chaser customer from each customer update received.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Agile CRM customer update.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No Agile CRM trigger event is listed here. A Notis webhook starts the automation when an HTTP request is sent to it.
How does Notis match a customer?
Use a stable Agile CRM customer identifier as Chaser's external ID. Confirm that the incoming request includes the customer details needed by Chaser.
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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