Keep Chaser customer contacts current from WhatsApp
Let confirmed customer updates reach the billing record automatically.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Outdated contact details cause bounced reminders and avoidable follow-up work.
- Improve reminder deliverability
- Avoid retyping contact changes
- Keep customer records aligned with conversations
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Chaser in Notis once.
- 2Create an automation named WhatsApp customer contact correction.
- 3Tell Notis to update a Chaser customer only when the message clearly confirms a new contact detail and the external customer id is known.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger and choose a report channel.
- 5Test with one confirmed contact change.
Questions about this workflow
Can this update an email address?
Yes, ask Notis to update the confirmed contact email address for the matching external customer id.
What if several customers share a name?
Require a unique external id or ask Notis to report the ambiguity instead of changing a record.
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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