Find customer contact gaps before they slow invoice follow-up
Get a scheduled view of Chaser customer records that may need attention, without scanning the list yourself.
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
Incomplete customer contact details can make billing communication harder, while checking every record takes time.
- Spot customer records that may need attention.
- Reduce manual checking across the full customer list.
- Get a concise report that makes the next step clear.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to review customer records for missing contact details and report the affected customers and gaps.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Does Chaser provide a completeness score?
This workflow asks Notis to review the customer information returned by Chaser and report visible gaps. It does not rely on a built-in completeness score.
Will the workflow change customer records?
No. It retrieves customer information and reports potential gaps for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Chaser. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Gmail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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