Schedule recurring Chaser customer reviews
Get a regular customer health snapshot without remembering to request it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Why this helps
Customer record cleanup slips when it depends on a recurring manual check.
- Create a dependable review rhythm
- Highlight stale or incomplete records
- Reduce manual list exports
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis.
- 2Create an automation that retrieves customers and summarizes the statuses or contact issues to review.
- 3Pick a recurring Notis schedule trigger.
- 4Choose the report channel for each run.
- 5Test with one real scheduled run.
Questions about this workflow
What schedule should I use?
Choose the recurring cadence that matches your customer operations process.
Can the summary focus on specific statuses?
Yes. Include the statuses or data quality checks in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Chaser. A trigger fires from one place; an action lands in another.
Confluence triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Confluence and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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