Keep customer records aligned in Chaser
Let a recurring Notis run bring customer changes from AnyDB into Chaser in a single bulk operation.
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
Customer details drift between systems when updates are scattered across records and nobody has time for a manual reconciliation.
- Update or create up to 100 customers per bulk request.
- Use external IDs to match records for updates.
- Keep a regular reconciliation task off your mental checklist.
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 review the customer records available from AnyDB and bulk upsert their supplied details in Chaser using external IDs.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real customer record and confirm the Chaser result.
Questions about this workflow
Does AnyDB start the automation automatically?
AnyDB has no trigger events listed here. This workflow starts on a recurring Notis schedule.
How does Chaser identify a customer to update?
The bulk upsert action matches customers by external_id or id. Ensure the source record includes the identifier you intend to use.
Will the automation invent missing customer information?
No. Any field not returned from AnyDB must be provided by you or left unchanged where supported.
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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