Create the customer account behind a new project
Turn a new project request into a customer record, so billing setup can move forward without re-entering the details.
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
A new project can be ready to start while the customer account still needs to be entered in the billing system.
- Reduce rekeying customer details between project and billing work.
- Start billing setup from a clear request.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Chaser customer using the customer details supplied in the request, after checking whether the customer already exists.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the customer record details.
Questions about this workflow
Does this action support creating customers in Chaser?
Yes. Create Customer creates a new customer record. Check whether the customer already exists before creating to avoid duplicates.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Agility CMS trigger events are not listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Chaser. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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