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Notis

Retrieve Chaser customers from a Notis webhook

Give internal tools a simple webhook entry point for current Chaser customer information.

Trigger

Webhook received

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

Action

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.

Why this helps

Teams lose time switching tools just to answer which customers are active or missing details.

  • Speed up customer reviews
  • Provide current billing context
  • Support lightweight internal tools

Setup

Build it in a few focused steps.

  • 1Connect Chaser in Notis once.
  • 2Create an automation named Webhook Chaser Customer Review.
  • 3Tell Notis to retrieve the Chaser customer list and summarize the requested customer or status review.
  • 4Choose a webhook trigger and copy the generated endpoint.
  • 5Select a report channel, then test with one real webhook request.

Questions about this workflow

Can the webhook request a specific customer?

Yes. Tell Notis to use the supplied external id when the request includes one.

Can the output be summarized?

Yes. Ask Notis to return only the customer details needed for the receiving workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda triggers

Chaser actions

Recurring trigger

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

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

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.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

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.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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