Keep customer contacts current in Chaser
Send the latest representative details from AnyDB to the right existing Chaser customer in one request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Contact Persons
Creates or updates up to 100 contact people for a customer, matched by external ID.
Why this helps
Payment conversations can reach the wrong person when contact changes in the working database never reach the collections tool.
- Bulk upsert contact people for one customer.
- Match contact records by external_id for update or insert.
- Reduce the risk of collections messages using stale representative details.
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 bulk upsert the supplied contact people for the confirmed Chaser customer, matching contacts by external ID.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact and verify the customer association in Chaser.
Questions about this workflow
Does this create the Chaser customer too?
No. The contact upsert is for a customer account, so ensure that customer exists and provide its identifier.
How are existing contact people matched?
Chaser matches contact people by external_id.
What starts the workflow?
A request to the Notis webhook starts it when the contact changes are ready. AnyDB has no native trigger event listed here.
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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