Carry new creative clients into Chaser
When a new client brief is approved, pass its customer details to Notis and create the Chaser record before billing begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
New client details often stay in creative tools until someone remembers to enter them into finance software.
- Capture customer records as onboarding starts
- Reduce duplicate entry across creative and finance work
- Prepare new clients for later invoicing
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Chaser once in the Notis portal.
- 2Create an automation from any channel or in Automations, then New Automation.
- 3Describe that an approved brief for a new client should create a Chaser customer from the supplied customer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved brief and its customer details.
Questions about this workflow
What should be included in the request?
Include the basic customer details required for the Chaser customer record, including a stable external identifier if your process uses one.
Will this check for an existing customer first?
This action creates a customer. Define your process so the webhook is sent for a new client, or use a separate review to avoid duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Chaser. A trigger fires from one place; an action lands in another.
Abyssale triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Abyssale and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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