Refresh customer contact details every week
Make contact maintenance a small recurring task instead of a crisis before reminders.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 contact changes accumulate across systems and make collections outreach unreliable.
- Improve reminder reachability
- Reduce stale contact records
- Apply changes using stable identifiers
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create an automation named Weekly customer contact refresh.
- 3Tell Notis to compare Chaser customers with the baseline you provide and update only confirmed differences using each external customer id.
- 4Choose a Notis cron trigger and choose a report channel.
- 5Test with one real scheduled run.
Questions about this workflow
Where does the baseline come from?
Provide the trusted contact list or source details in the automation instruction or run input.
What prevents broad accidental updates?
Require a matching external customer id and confirmed difference before each update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Chaser. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
Timelinesai and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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