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Notis

Keep Chaser customer records current from Mailchimp

A profile change in Mailchimp can update the right Chaser customer without another admin task.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

Action

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."

Why this helps

Customer details change in one system while billing contacts remain stale in another.

  • Reduce duplicate data entry
  • Improve invoice and reminder contact accuracy
  • Surface records that need an external id

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Chaser in Notis once.
  • 2Create an automation that updates the matching Chaser customer when a Mailchimp profile changes.
  • 3Pick the Mailchimp Profile Update Trigger.
  • 4Select a report channel and test with one real profile update.

Questions about this workflow

What does the workflow update?

It can update existing Chaser customer information after Notis identifies the matching external customer id.

Can it create a customer if none exists?

This workflow uses Update Customer, so ask Notis to report unmatched profiles for review or create a separate customer workflow.

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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