Make customer contact reviews a routine task
Set a recurring checkpoint for customer contact details and status. Notis can retrieve Chaser's customer list and share a useful review summary where your team will see it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Why this helps
Customer contact checks are easy to postpone when they rely on someone remembering to open Chaser and scan records.
- Keep customer contact and status review on a predictable schedule.
- See a concise summary without manually opening every customer record.
- Direct run reports to a channel that fits your routine.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe what customer contact and status information to review and how to summarize it.
- 4Pick a recurring schedule trigger and choose a report channel.
- 5Test with one real example and review the run report.
Questions about this workflow
Can this workflow update customer details?
This workflow uses Get Customers to retrieve the list. The available action for changing a customer is separate and requires a confirmed external ID.
What does the customer list include?
The action description supports retrieving customer contact and status information associated with the organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Chaser. A trigger fires from one place; an action lands in another.
Airtable triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
View Created
Triggers when a new view is created in an Airtable base.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
View Deleted
Triggers when a previously known Airtable view is deleted.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Airtable and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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