Find a Chaser customer from an Ably-connected request
Give an agent a reliable way to request a specific customer record by external ID, without searching through the whole customer list.
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
Finding one customer in a separate billing tool interrupts the conversation and creates room for mismatches.
- Retrieve specific customer details from a supplied external ID.
- Avoid scanning the full customer list for one record.
- Flag requests that lack a usable identifier.
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 retrieve the Chaser customer for the supplied external ID and report when it is missing.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real customer lookup request.
Questions about this workflow
Does this search by name or email?
The available action retrieves a customer by its external source-system ID. Supply that ID in the request.
Does this return every customer?
No. It retrieves details for a specific customer. Chaser has a separate action for listing customers.
What if the ID is not provided?
Have Notis report that the external ID is needed before it attempts the lookup.
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
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