Bring customer context into support cases
Give each case the customer details needed to respond with confidence.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Support work slows down when agents must search for customer records before understanding the issue.
- Speeds case triage
- Reduces repeated lookups
- Improves customer context
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Chaser in Notis once.
- 2Create an automation for incoming support or billing cases.
- 3Tell Notis to retrieve the Chaser customer by the supplied external id and summarize relevant details for the case.
- 4Choose the webhook trigger and report channel.
- 5Test with one real case payload.
Questions about this workflow
What if the external id is invalid?
Notis should report that the customer could not be confirmed and include the supplied identifier for review.
Can it update the customer too?
This workflow retrieves details only. Create a separate update instruction when a confirmed change is required.
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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