Keep Chaser customer details aligned with verified website information
Check customer details where they are maintained, then update matching Chaser records when the identity is clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Customer
Updates an existing customer's information.
Why this helps
Customer details can drift between a website and invoicing records, making it harder to know which contact information is current.
- Compare accessible website details with Chaser customer records.
- Use a confirmed external ID to target the customer update.
- Report uncertain identity matches for review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which customer information to check and require a confirmed external ID before updating.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real customer and verify the updated record in Chaser.
Questions about this workflow
How does the workflow identify a customer?
The instruction should require the external ID used by Chaser and send records with missing or uncertain IDs for review.
Can it create new customers?
This workflow updates existing customers. It should report records that do not match an existing Chaser customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Chaser. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop 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.