Keep Chaser customer details in view during campaign planning
Have Notis bring customer contacts and status into a recurring review so campaign planning and billing handoffs are easier to coordinate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer status and contact details are easy to overlook when campaign planning and billing happen in separate routines.
- Review customer contact and status information in one concise report.
- Keep customer context close to recurring campaign planning.
- Spot records that may need a separate follow-up.
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 retrieve Chaser customers and summarize their contact and status details for campaign planning.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and check the summary against the returned customer records.
Questions about this workflow
Does this automation read AimTell campaign results?
No. The available Chaser action retrieves customer details. Include campaign information separately if the report should compare it with customer status.
Can it find every Chaser customer?
The Get Customers action retrieves the organization's customer list and is intended for complete customer contact and status information.
Can it change customer records?
No. This workflow is a scheduled review using the read action for customers.
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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