Process customer handoff batches in Chaser
When several customer details arrive together, let Notis upsert the batch in Chaser and match records by their external IDs.
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
A batch of customer handoffs creates repetitive record entry and makes it easier for existing records to drift out of date.
- Create or update up to 100 Chaser customers in one operation.
- Match customer records using their external IDs.
- Avoid repeating the same customer updates by hand.
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 customer records in the webhook, matching each by external ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real batch of customer records and review the results.
Questions about this workflow
How many customers can one operation process?
The Chaser bulk upsert action supports up to 100 customer records per request.
How are existing records matched?
Records are matched by external_id or id for updates. Supply reliable identifiers in the webhook data.
Can it run from an AimTell native event?
AimTell has no listed trigger events. Use a Notis webhook to submit the handoff batch.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.