Review Chaser customers from a submitted billing request
Submit a billing conversation and receive the customer context needed for the next step.
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
Manual handoffs leave customer records disconnected from the billing request that triggered them.
- Supports transcript submissions from any channel
- Reduces customer record searching
- Creates a consistent review handoff
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Chaser in Notis.
- 2Create a webhook automation and tell Notis to identify the customer in each submitted billing request and retrieve the matching Chaser record.
- 3Choose the Notis webhook trigger.
- 4Select where run reports should go.
- 5Test with one real submitted request.
Questions about this workflow
What should the webhook payload contain?
Include the transcript or request text plus a reliable customer identifier when available.
What if the request names several customers?
Tell Notis to flag ambiguity and avoid retrieving an arbitrary record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Chaser. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Fireflies and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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