Create Chaser customers after contract signature
Move signed customers into billing setup while the commercial context is fresh.
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
The handoff from signed contract to billing setup is easy to delay or forget.
- Shortens quote to cash time
- Creates a consistent handoff
- Reduces forgotten setup tasks
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Chaser in Notis once.
- 2Create an automation for signed contract events.
- 3Tell Notis to create a Chaser customer from each signed contract payload and report missing customer details.
- 4Choose the webhook trigger and report channel.
- 5Test with one signed contract.
Questions about this workflow
Can the contract payload include custom notes?
Include notes only if Chaser supports the relevant customer fields and your instruction names how to use them.
What if the customer already exists?
Tell Notis how to handle a suspected duplicate, such as reporting it for review instead of creating another record.
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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