Clear the customer onboarding backlog
Keep approved billing entities moving through onboarding without another spreadsheet pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Customer setup backlogs grow when staffing and operations teams lack a shared billing handoff.
- Clears approved backlog items
- Keeps onboarding consistent
- Reports missing information before creation
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser once.
- 2Create an automation that reads your supplied approved backlog and creates only missing Chaser customers.
- 3Choose a recurring schedule trigger.
- 4Select a report channel for created records and exceptions.
- 5Test with one backlog batch.
Questions about this workflow
How does Notis know which records are approved?
Include approval status in the supplied 7shifts backlog data or in the automation instruction.
Will duplicate customers be created?
Ask Notis to check existing Chaser customers before creating each record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Chaser. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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