Get a Chaser customer overview from an Ably request
Request a complete customer overview through your connected agent and have Notis retrieve the available Chaser customer information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Pulling a customer overview can mean leaving the conversation, searching Chaser, and rebuilding the context by hand.
- Retrieve customer contact and status information on demand.
- Keep a customer overview request in the same work stream.
- Use returned records for the requested review or processing.
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 list when the request calls for a complete overview.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real customer overview request.
Questions about this workflow
Does this retrieve one customer or the full list?
This uses Chaser's action for the list of customers associated with the organization.
Can Notis summarize the returned information?
You can ask Notis to summarize or process the returned customer information in the automation instruction.
Can it send the overview as a customer message?
No. The available Chaser actions here retrieve or update records; they do not send customer messages.
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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