Update Chaser customer details from confirmed chat requests
Keep customer records current when a contact confirms a change in chat.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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."
Why this helps
Confirmed email or contact changes sit in chat while billing records remain out of date.
- Act only on a confirmed change.
- Use the customer's external ID to target the existing record.
- Reduce delay between a conversation and an accurate customer record.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Chaser once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to update the existing customer only when the request confirms the change and includes the customer's external ID.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one confirmed change and verify the customer in Chaser.
Questions about this workflow
What identifier does the update action need?
It uses the customer's unique external ID. Include that ID in the webhook request.
Can it infer an unconfirmed change from chat context?
The instruction should require an explicitly confirmed change and use only details provided in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Chaser. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.