Review Chaser customers on a schedule
Keep customer records visible without remembering another recurring admin task.
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
Customer data quality issues accumulate when nobody owns a regular review.
- Creates a predictable review habit
- Surfaces records needing attention
- Reduces forgotten data cleanup
Setup
Build it in a few focused steps.
- 1Connect Chaser and Zendesk once in Notis.
- 2Create an automation named for recurring customer reviews.
- 3Tell Notis to retrieve Chaser customers and summarize records that need follow-up, using any criteria you provide.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one real run.
Questions about this workflow
What criteria can it use?
Provide the review criteria in the instruction, such as missing contact details or status concerns.
Does it modify customers?
No, this workflow reports findings unless you request a separate update workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chaser. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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