Spot customer record gaps across both systems
Have Notis gather the customer lists and flag differences for your review before any account is changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer records can disagree across tools, and finding the right mismatch means opening multiple systems and comparing them manually.
- See a consolidated report of customer record differences.
- Review customer status and contact information from Chaser alongside source records.
- Keep the workflow read-only until you decide what needs correction.
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 retrieve Chaser customers, compare them with the customer records AnyDB supplies, and report discrepancies without changing either system.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real matching customer and one known discrepancy if available.
Questions about this workflow
Does the workflow update records automatically?
No. This version reports differences using the customer list action and source records. A separate instruction would be needed to make changes.
Can it detect changes over time?
Only if you supply a prior snapshot or another baseline. Without one, it can compare the current data from both systems.
What happens if AnyDB does not supply status or contact details?
Notis cannot compare fields the source does not provide, so the report should identify only available information.
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
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.