Apply confirmed customer changes to Chaser from Ably
Capture a customer contact correction in the conversation and update the matching Chaser record with the confirmed external ID.
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
Contact corrections shared in conversation are easy to overlook or attach to the wrong customer.
- Reduce repeated edits across conversation and billing tools.
- Use the external ID to target the intended customer.
- Flag changes when the customer match is uncertain.
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 update the customer only when the external ID and requested change are clear.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real customer change request.
Questions about this workflow
Why does this workflow need an external ID?
Chaser's update-customer action identifies the record using its unique external ID.
Can the workflow change customer contact details?
The action updates existing customer information. Specify the requested change in your instruction and review the run report.
What if the request does not identify the customer clearly?
Have Notis flag it for follow-up rather than guessing which customer record to change.
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.