Keep Chaser customer details visible for regular review
Turn a recurring customer list into a short review queue for account hygiene.
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 records drift over time, and manual spot checks are easy to postpone or forget.
- Retrieve Chaser customer contact and status information on a schedule.
- Summarize records with missing or potentially inconsistent returned details.
- Create a recurring prompt to review customer data alongside CRM work.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Chaser once in the Notis portal.
- 2Create an automation in the portal or ask Notis from any channel.
- 3In one instruction, ask Notis to review returned Chaser customer records for missing details you specify.
- 4Pick a Notis schedule and select where reports should go.
- 5Test with one real run and confirm the review flags only details present in the response.
Questions about this workflow
Will it repair customer records automatically?
No. The selected action retrieves customers for review; it does not modify records.
Can it detect every data-quality issue?
It can check for missing or inconsistent details that are returned and that you define in the instruction.
Does this sync Chaser with Agiled?
No. It provides a scheduled review using Chaser customer data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Chaser. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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