Keep customer contacts current across publishing and billing
Update a customer's contacts in one batch and spend less time retyping details across tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Contact changes can be missed when the people maintaining content and the people managing customer accounts work in different systems.
- Create or update multiple contact persons in one operation.
- Use external IDs to match existing contacts.
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 bulk upsert the contact persons supplied in the request for the specified existing Chaser customer, matching by external ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example using a small contact batch for a known customer.
Questions about this workflow
Does the customer need to exist first?
Yes. The contact action is for contact persons associated with a customer. Specify the existing Chaser customer.
How are contacts matched?
The action matches contact persons by external_id. It supports up to 100 contact persons in a request.
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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