Carry customer contact changes into Chaser
Send a verified contact change to Notis and update the right person in Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact Person
Updates a customer’s contact person details.
Why this helps
Outdated billing contact details make invoice communication harder to complete reliably.
- Reduce duplicate contact maintenance
- Require confirmed customer and contact identity
- Report ambiguous contact changes
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 update the identified Chaser contact person from the change, only when the customer and contact identifiers are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact change and verify the contact in Chaser.
Questions about this workflow
What contact details can be updated?
The action description includes details such as name, email, or phone numbers. Use only the changed details supplied in the request.
Does this action add a contact if it cannot find one?
No. This action updates a contact person. For a new person, use a create-contact workflow with the required IDs.
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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