Turn Ably agent customer intake into Chaser records
Capture customer details from an agent conversation and move the intake into Chaser without a second round of manual entry.
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 are scattered across agent conversations and may never make it into the billing system.
- Move customer intake into Chaser promptly.
- Catch missing basic details before record creation.
- Keep the original intake connected to its run report.
Setup
Build it in a few focused steps.
- 1Connect Ably and Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Chaser customer from each intake and flag missing basic details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real customer intake.
Questions about this workflow
Does this workflow create a customer automatically from any chat message?
It runs when the Notis webhook receives a request. Ask Notis to create a record only when the request clearly contains customer intake.
What credentials are needed?
Chaser's create-customer action should be used after obtaining basic authentication credentials through the connected app setup.
Can it update a customer that already exists?
This workflow uses the create-customer action. For existing records, use a separate workflow that confirms the external customer ID before updating.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Chaser. A trigger fires from one place; an action lands in another.
Ably 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.
Ably 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.