Update Chaser customer details from parsed files
When a parsed file provides revised customer information, ask Notis to update the Chaser record identified by its external ID.
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
Updated contact details in a document can be overlooked when the billing record is maintained somewhere else.
- Reduce manual customer detail corrections
- Use the external ID to identify the customer to update
- Flag records without a confirmed external ID
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 update the matching Chaser customer using the parsed details and confirmed external ID, and flag records without a clear match.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real parsed customer update.
Questions about this workflow
What identifier should the parsed data include?
The workflow needs the customer's confirmed external ID because the Chaser update action identifies customers by external ID.
Can it decide which fields changed?
Notis can analyze the returned data, but the parsed payload needs to contain the values you want considered for the update.
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
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