Turn new Gmail inquiries into Chaser customer records
Capture promising customer details from incoming email and keep them ready for invoice follow-up in Chaser.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Manually moving customer details from an email into Chaser creates extra work and can leave a new relationship untracked.
- Reduce repeated data entry from sales and billing inquiries.
- Check existing Chaser customers before creating a record.
- Keep customer intake moving while you focus on other work.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to review new emails for customer details, check existing Chaser customers, and create a customer only when the information is sufficient.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real inquiry and review the result.
Questions about this workflow
Will every incoming email create a Chaser customer?
The instruction can limit creation to messages that contain relevant customer information and are not already represented in Chaser.
What if an email does not include enough details?
Ask Notis to skip creating the record and report which details are missing, so you can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Chaser. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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