Create Chaser customers from AimTell webhook details
Turn a customer handoff into a Chaser record, using the details and external ID provided in your 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
Manually moving new customer information from a marketing handoff into billing creates duplicate work and delays invoicing.
- Create a customer record from a single webhook handoff.
- Use the supplied external ID to connect records across systems.
- Reduce manual re-entry before billing work begins.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Chaser once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Chaser customer using the customer details and external ID included in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real webhook example and verify the resulting customer record.
Questions about this workflow
Does AimTell have a customer-created trigger?
No native AimTell trigger is listed. A Notis webhook can start this workflow when your system sends the customer details.
What customer information is needed?
The webhook must provide the basic customer details and external ID required for the Chaser customer record.
Will this update a customer that already exists?
This workflow uses Create Customer. Check for an existing record first or use a bulk upsert workflow when you need create-or-update behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chaser. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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