Find the right customer contact before work moves ahead
Keep the people behind each customer account easy to find when content and billing tasks need coordination.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
Account work slows down when teams have to search for the right customer contact before moving a request forward.
- Retrieve customer contact details as part of a regular review.
- Reduce manual searching for customer representatives.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list contact persons for the Chaser customer IDs you supply that relate to Agility CMS work.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example using a known customer ID.
Questions about this workflow
Can this retrieve contacts for any customer automatically?
The action lists contact persons for a specific customer. Provide the customer ID or IDs needed for the review.
Does this update contact records?
No. It retrieves contact details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Chaser. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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