Turn a new customer event into a Chaser customer record
A first meeting can signal a new customer relationship. Ask Notis to check Chaser and create a record when you provide the required customer details and authorization.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer details often get stranded in calendar invitations before anyone enters them in the payment workflow.
- Captures new customer relationships closer to the first meeting.
- Checks for an existing record to reduce duplicate creation.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Chaser once in the Notis portal.
- 2Create an automation in Notis, or tell Notis the outcome in plain language from any channel.
- 3Describe: when a new event is created, check whether its customer already exists in Chaser and create a record only with the details and authorization I provide.
- 4Pick the Google Calendar Event Created trigger and choose where run reports go.
- 5Test with one real event and verify the customer details before creating a record.
Questions about this workflow
Does Event Created include all customer details?
It returns event ID, summary, start and end times, and organizer information. Supply any customer fields and authentication details needed for creation.
Will this automatically add every attendee as a customer?
No. Define how Notis should identify a customer and provide the necessary information. The workflow should check for an existing customer before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Chaser. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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