Keep Chaser customer records aligned with Agility work
Pass a batch of customer changes into Chaser without re-entering each account by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Customer updates can require repetitive data entry when publishing and billing work move through separate systems.
- Handle multiple customer record changes in one operation.
- Match records by external ID to support updates or creation.
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 take the customer records supplied in the incoming request and bulk upsert them in Chaser using their external IDs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example using a small batch of customer records.
Questions about this workflow
How are existing customers matched?
The bulk action matches customers by external_id or id for updates.
How many records can be included?
The listed action supports up to 100 customers in one operation. Provide only customer data you intend to create or update.
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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