Correct Chaser customer details from ClickUp comments
Apply confirmed customer corrections where your team already records them.
Trigger
Task Comment Updated
Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.
Action
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."
Why this helps
Corrected contact details in ClickUp comments are easy to miss and leave Chaser outdated.
- Keep contact details accurate
- Reduce missed corrections
- Create a clear update trail
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Chaser in Notis once.
- 2Create an automation telling Notis to update the referenced Chaser customer only when an edited comment clearly confirms a correction.
- 3Pick the ClickUp Task Comment Updated trigger.
- 4Choose a report channel and test with one corrected comment.
Questions about this workflow
Which customer fields can be corrected?
Specify the Chaser customer fields and confirmed values in the automation instruction.
What if the edit is ambiguous?
Tell Notis to report it for review instead of changing the customer record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Chaser. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
List Created
Triggers when a new List is created.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
List Deleted
Triggers when a List is deleted.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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