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Notis

Review Chaser customer records when profiles change

Turn profile changes into a focused customer record review instead of a forgotten task.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

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

A small profile edit can hide duplicate or outdated customer records across systems.

  • Catch customer record issues earlier
  • Get a complete list for comparison
  • Keep review work in one report

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Chaser once.
  • 2Create an automation that retrieves Chaser customers after a Mailchimp profile update and highlights likely matches or conflicts.
  • 3Pick the Mailchimp Profile Update Trigger.
  • 4Choose a report channel and test with one real profile change.

Questions about this workflow

Does this automatically edit customers?

No. Get Customers retrieves the list so Notis can summarize records for review.

Can Notis compare fields?

Yes, when both systems provide the values; otherwise it should name the missing comparison data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Mailchimp to Chaser. A trigger fires from one place; an action lands in another.

Mailchimp triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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.

ActionInstant

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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.

ActionInstant

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

Mailchimp and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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