Move approved prospects into Chaser
When a lead is ready to become a customer, send its verified details to Chaser through a Notis webhook.
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
Copying customer details by hand after a sales handoff creates delays and duplicate entry.
- Reduce retyping during a sales to billing handoff
- Use an explicit approval signal before creating a customer
- Keep a report of created or incomplete records
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: create a Chaser customer only when the webhook marks the lead approved and supplies the required customer details.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one approved lead example and verify the resulting customer.
Questions about this workflow
Does Aeroleads send this webhook automatically?
No Aeroleads trigger event is listed. A connected process must send the webhook when a lead is approved.
What if required customer details are missing?
The automation should report the missing information and avoid creating an incomplete customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads 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.