Create Chaser customers from intake requests
Turn a completed intake payload into a ready-to-use Chaser customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer details sit in forms and messages while billing setup waits for manual entry.
- Reduces duplicate data entry
- Starts billing setup sooner
- Keeps onboarding details in one system
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Chaser in Notis once.
- 2Create an automation named for customer intake.
- 3Tell Notis to create a Chaser customer from each valid webhook payload and flag missing required details.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real customer intake payload.
Questions about this workflow
What information should the webhook include?
Include the customer details needed by Chaser, such as name and contact information, and provide any required external identifier.
What happens if a required detail is missing?
Notis can report the missing detail instead of creating an incomplete customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Chaser. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
0CodeKit and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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