Find customer details by external ID when you review campaigns
Keep selected customer records easy to check by having Notis retrieve their Chaser details on your campaign review schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
A customer handoff can lose momentum when someone has to search for the matching billing record and verify its details manually.
- Retrieve details for selected customers by external ID.
- Keep customer context available during a recurring review.
- Reduce manual record searches for known handoffs.
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 customer details for the external IDs supplied and summarize the relevant record information.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real external ID and check the returned customer details.
Questions about this workflow
What identifier does this lookup use?
It retrieves a customer using the external ID from the source system. Supply the correct external ID.
Does this update the customer record?
No. This action retrieves customer details for review.
Can AimTell start the lookup from a native event?
No native AimTell triggers are listed. This workflow uses a recurring Notis schedule.
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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