Find a Chaser customer by external ID
Get the customer details needed to answer a billing question without searching through records by hand.
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
A simple customer question can turn into a detour through billing records and chat history.
- Retrieve a specific customer record using its external ID.
- Keep the lookup focused on the customer identified in the request.
- Reduce manual searching before responding to a billing question.
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 retrieve the Chaser customer only when the incoming request includes their external source-system ID.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one known customer ID and review the returned details.
Questions about this workflow
Can the lookup use a phone number instead?
This Chaser action retrieves a customer by external source-system ID. Supply that ID in the request.
Does this workflow send a WhatsApp reply?
No. It retrieves customer details in Chaser; a reply would require a separate supported action.
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
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