Review customer representatives before the next handoff
Have Notis gather the contact persons for selected Chaser customers so the right people are easier to find when work moves forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
Contact details can be scattered across customer records, making it harder to know who should be included in a follow-up.
- Retrieve contact persons for selected customer records.
- Prepare a clear contact summary for recurring reviews.
- Avoid re-opening individual customer records to find representatives.
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 list contact persons for the Chaser customer IDs supplied and summarize the available contact details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer ID and check the returned contact list.
Questions about this workflow
What information should I provide?
Provide the Chaser customer identifier for each customer whose contact persons should be retrieved.
Does the workflow change contact records?
No. List Contact Persons retrieves contacts for review.
Does AimTell provide contact person records?
The listed AimTell context does not specify contact-person data. The lookup uses Chaser customer IDs that you provide.
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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