Carry a contact change into the right Chaser account
Use the customer and contact identifiers to make a precise update when representative details change.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Contact Person
Updates a customer’s contact person details.
Why this helps
A changed email or phone number can derail an important payment conversation if it stays only in the source database.
- Target a specific contact person under the correct customer.
- Apply only contact details supplied by AnyDB.
- Get a report when an identifier is missing or the contact cannot be verified.
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 verify the supplied customer and contact identifiers, then update that Chaser contact with the provided details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact change and confirm the intended person was updated.
Questions about this workflow
What identifiers are needed?
The action requires a customer identifier and a contact person identifier. Confirm both are supplied and refer to the intended records.
What if a detail is absent from AnyDB?
Do not guess it. Ask Notis to update only supplied details and report missing information needed for the change.
Does this workflow add a new contact?
No. It updates an existing contact person. Use the appropriate create or bulk upsert action for new contacts.
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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