Upsert parsed customer contacts in Chaser
Keep customer contact people current by sending parsed contact batches to Notis for Chaser bulk upsert.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Contact information gathered from documents often needs another manual pass before the right customer account reflects it.
- Handle multiple parsed contacts together
- Associate contacts with an existing customer
- Flag missing customer or external contact identifiers
Setup
Build it in a few focused steps.
- 1Connect Airparser and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to bulk upsert parsed contact people for the confirmed existing customer, using external IDs and flagging incomplete records.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real batch of parsed contacts.
Questions about this workflow
Can this create the customer too?
This workflow uses the contact person bulk upsert action, which is for contacts associated with a customer. Confirm the customer exists first.
What identifies existing contacts for updates?
The action matches contact people by external ID, so include a confirmed external ID for each contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Chaser. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser 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.