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Notis

Find the Chaser customer record tied to an admin request

Bring one relevant billing record into view when an organization task calls for specific customer details.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Customer by ID

Retrieves detailed information about a specific customer.

Why this helps

A billing question can stall an admin task while you switch apps and search for the right customer record.

  • Retrieves a specific customer record when the external ID is known.
  • Keeps the billing lookup connected to the admin request that prompted it.

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and Chaser once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
  • 3In one instruction, ask Notis to retrieve the Chaser customer by the external customer ID included in the request.
  • 4Choose notis_webhook as the trigger and configure the request to start the automation.
  • 5Choose a report channel and test with one real request that includes a valid external customer ID.

Questions about this workflow

What identifier is needed?

The Chaser action looks up a customer by its external source system ID. Include that ID in the webhook request.

Does this create a customer if none is found?

No. It retrieves details for a specific customer and does not create a record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Chaser. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Creates a new invoice record in the organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Person

Adds a contact person to an existing customer account.

ActionInstant

Get Credit Notes

Retrieves credit notes.

ActionInstant

Get Customer by ID

Retrieves detailed information about a specific customer.

ActionInstant

Create Overpayment

Creates an overpayment record for an existing customer to track credit toward future invoices.

ActionInstant

Get Customers

Retrieves a list of all customers and their contact and status details.

ActionInstant

Delete Contact Person

Deletes a contact person from a customer record.

ActionInstant

Get Organization

Retrieves information about the connected organizations.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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