Create Chaser customers from ClickUp tasks
Capture new client details once in ClickUp and let Notis create the Chaser customer.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer details get stranded in project tasks and require duplicate data entry.
- Reduce duplicate customer entry
- Keep onboarding moving from the task list
- Create a consistent Chaser record
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Chaser in Notis once.
- 2Create an automation and describe that new ClickUp tasks with complete customer details should create a Chaser customer.
- 3Pick the ClickUp Task Created trigger.
- 4Choose a report channel, then test with one real onboarding task.
Questions about this workflow
What information should the task contain?
Include the customer details needed by Chaser, such as name and contact information.
Can Notis skip incomplete tasks?
Yes. Tell Notis to create a customer only when the required details are present and report missing information.
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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