Create Chaser customers from WhatsApp inquiries
Turn a customer inquiry into a Chaser record without switching apps to re-enter the details.
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
New customer details arrive in chat and get lost before they make it into your billing system.
- Capture contact details while the conversation is fresh.
- Reduce manual re-entry between chat and billing.
- Create a customer record from information provided in the webhook request.
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 create a Chaser customer from the contact details in the incoming request, using only details supplied there.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real inquiry and confirm the customer record in Chaser.
Questions about this workflow
Will this run for every 2chat conversation automatically?
No. 2chat has no trigger events in this setup. The automation starts when a Notis webhook receives an HTTP request.
What if the inquiry does not include an email address?
The instruction can ask Notis to use only details present in the request. Provide any required missing details before creating the customer.
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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