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Notis

Carry verified customer changes into Chaser

Send customer changes from AnyDB into Chaser with the external ID checked before the update.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Customer

Updates an existing customer's information.

Why this helps

Contact and account changes are easy to miss when they must be copied into a separate collections system by hand.

  • Use a confirmed external ID to target the right customer.
  • Reduce manual updates across customer systems.
  • See a report when the identifier or required details are missing.

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, tell Notis to update the Chaser customer using the externalid supplied by AnyDB and report if it is missing or unconfirmed.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real customer change and verify the updated Chaser record.

Questions about this workflow

Why does the external ID matter?

The Chaser update action identifies the customer by externalid. Confirm that the value in AnyDB is the identifier Chaser expects.

Can the workflow change any customer field?

Use only fields present in the source data and supported by the action. Missing values should not be guessed.

How does the workflow start?

A request to the Notis webhook starts it when AnyDB or another authorized process signals that a customer change is ready.

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.

TriggerScheduled

Create Invoice

Creates a new invoice record in the organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Person

Adds a contact person to an existing customer account.

ActionInstant

Get Credit Notes

Retrieves credit notes.

ActionInstant

Get Customer by ID

Retrieves detailed information about a specific customer.

ActionInstant

Create Overpayment

Creates an overpayment record for an existing customer to track credit toward future invoices.

ActionInstant

Get Customers

Retrieves a list of all customers and their contact and status details.

ActionInstant

Delete Contact Person

Deletes a contact person from a customer record.

ActionInstant

Get Organization

Retrieves information about the connected organizations.

ActionInstant

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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