Move approved customer onboarding from email to Chaser
Customer details often arrive in email before they make it into billing. Notis can create the Chaser record from a clear onboarding request.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Customer details buried in an inbox can delay invoicing and require repeated copying into billing tools.
- Reduce manual customer setup
- Keep customer onboarding moving
- Flag emails that lack basic details
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to create a Chaser customer only from an authorized onboarding email that contains the basic customer details, and report incomplete requests.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real onboarding email.
Questions about this workflow
Does this add every person mentioned in an email?
No. Instruct Notis to require an explicit customer onboarding request and authorization before creating a record.
What if the email is missing customer details?
Notis can report the missing information for follow-up. The workflow should not create a record from incomplete details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chaser. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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