Check customer details before following up
Confirm the customer record and available contact details before you start a payment conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
Starting an invoice follow-up without confirming the customer account can waste time or direct attention to the wrong record.
- Retrieve the customer associated with a known external ID.
- Prepare a concise account brief from returned customer information.
- Catch missing or mismatched IDs before follow-up work begins.
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 the Chaser customer using the external ID supplied by AnyDB and report the returned account details or a lookup issue.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real external ID and confirm the returned customer is the intended account.
Questions about this workflow
Does this find all customers?
No. It looks up a specific customer by external ID. Use an ID supplied by AnyDB.
Does the workflow change the account?
No. It retrieves customer information for review.
What if the ID is not present?
The workflow should report that it cannot verify the customer and stop before any follow-up decision.
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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