See whether customer representatives are up to date
Gather the contacts for a specific customer and review any differences before payment conversations begin.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contact Persons
Returns a paginated list of contact people for a customer.
Why this helps
A billing discussion can lose momentum when the listed customer contacts are incomplete or no longer current.
- Retrieve contact people for a selected customer.
- Compare only details present in both Chaser and AnyDB.
- Get a focused list of contacts that may need attention.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list contact people for the supplied Chaser customer and compare available details with AnyDB, reporting differences only.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real customer and verify the contact list in the report.
Questions about this workflow
Does this work across every customer automatically?
The contact list action requires a customer identifier. Specify the customer or provide a supported list of customer identifiers from AnyDB.
Will it update contacts?
No. This workflow retrieves and compares contact information for review.
Can it tell whether a contact changed since last week?
Only when a prior snapshot is supplied. Otherwise it compares the current records returned by the two apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Chaser. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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