Keep customer contact handoffs current in Chaser
When a customer handoff includes several representatives, update their Chaser contact records together in a single run.
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
Adding or updating customer representatives one by one creates admin overhead and increases the chance of stale contact details.
- Create or update up to 100 contact persons in one request.
- Match contact records by external ID.
- Keep customer representatives current after a handoff.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Chaser once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to bulk upsert the contact persons in the webhook for the specified existing Chaser customer.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact batch and verify the customer and contact records.
Questions about this workflow
What does this action require?
It requires the customer context and contact records. The customer must exist in Chaser.
How many contact persons can be included?
The bulk action supports up to 100 contact persons in one request.
How does it identify existing contacts?
It matches contacts by external_id. Include a reliable external ID for each contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chaser. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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