Reconcile parsed customer records on a schedule
Set a recurring checkpoint for customer records that are ready to sync from your parsing process into Chaser.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Customers
Creates or updates up to 100 customers, matching existing records by external ID.
Why this helps
Parsed customer records can accumulate between busy days and become a separate cleanup project.
- Create a predictable customer record review point
- Bulk upsert complete records by external ID
- Flag records that cannot be matched confidently
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 review customer records available from the connected parsing workflow and bulk upsert complete records by external ID, flagging incomplete ones.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example before relying on the recurring run.
Questions about this workflow
Does Airparser provide a scheduled trigger here?
No Airparser trigger events are listed. This workflow uses a Notis recurring schedule.
What data does the scheduled run process?
The instruction should specify the customer records available through the connected parsing workflow. This package does not define an Airparser retrieval action.
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.