Apply customer handoff updates to Chaser
When a customer detail changes, pass the verified update through a webhook and keep the matching Chaser record current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Customer changes can be captured during a campaign handoff but never make it into the billing record.
- Update a Chaser customer from a verified handoff.
- Match the record using its external ID.
- Reduce manual edits and stale customer details.
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 update the Chaser customer matching the external ID in the webhook with the supplied verified changes.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer update and confirm the intended record changed.
Questions about this workflow
Which identifier does this update use?
The action uses the customer's unique externalid. Include the exact external ID in the webhook.
Can Notis guess missing changes?
No. Supply the exact customer fields and values that should be updated.
What if the customer does not exist yet?
This workflow updates an existing customer. Create or upsert the customer first if no matching record exists.
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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