Create Chaser customers from 21risk audit owners
Keep customer records ready for payment follow-up as soon as compliance work identifies a new owner.
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
Customer details discovered during audits can sit in notes until someone manually creates a billing contact.
- Create customer records while the context is fresh
- Reduce duplicate data entry
- Keep payment operations aligned with compliance ownership
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in the Notis portal.
- 2Create a new automation with a clear name and prompt.
- 3Tell Notis to create a Chaser customer from each webhook payload containing a new customer owner and to avoid duplicates when an existing external id is present.
- 4Choose the Notis webhook trigger and send the required owner details in the request.
- 5Select a report channel and test with one real 21risk owner payload.
Questions about this workflow
What must the webhook include?
Include enough customer identity and contact details for Chaser, plus an external id when available.
Can Notis avoid duplicates?
Yes. Tell Notis to check for an existing matching customer before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Chaser. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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