Create missing Chaser customers from a 21risk register
Keep billing ready as approved entities enter your operational register.
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
New entities can remain absent from Chaser until someone remembers a separate customer setup task.
- Reduce customer onboarding lag
- Keep approved entities billing ready
- Avoid duplicate creation with an existence check
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a recurring automation for approved register entries.
- 3Tell Notis to identify approved entities missing from Chaser, confirm their details, and create only the missing customers.
- 4Choose the recurring cron trigger.
- 5Select report delivery and test with one approved entity.
Questions about this workflow
How are missing entities identified?
Tell Notis which 21risk register or criteria to use and ask it to compare against Chaser customers.
Can creation require approval?
Yes. Include an approval requirement in the prompt and have Notis report entries that lack it.
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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