Keep customer details accurate across billing work
Review a customer's current details and make a confirmed update without losing time to manual account edits.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Customer information gathered during project work can be slow to carry into the billing account record.
- Apply confirmed customer changes through a repeatable process.
- Identify the customer by external ID before an update.
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 update the Chaser customer identified by the confirmed external ID using only the customer details supplied for the Agility CMS account review.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and confirm the intended customer record.
Questions about this workflow
What identifies the customer to update?
The action updates an existing customer using its unique external ID. Confirm that ID before running the update.
Will it infer changed customer details from Agility CMS?
No Agility CMS trigger events are listed. Supply the confirmed details in the instruction or run context.
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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