Schedule Chaser customer reconciliation
Keep customer references and Chaser records aligned with a focused recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Small customer record mismatches accumulate when no one checks them regularly.
- Catch mismatches before billing
- Create a dependable review rhythm
- Reduce ad hoc checking
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Chaser in Notis once.
- 2Create an automation named Scheduled customer reconciliation.
- 3Tell Notis to review the relevant document references, retrieve Chaser customers, and report mismatches or missing records.
- 4Choose a recurring Notis schedule and select a report channel.
- 5Run one test cycle and review the report.
Questions about this workflow
What document references should it review?
Tell Notis which document set or saved search represents your active customer work.
Does it modify customers?
No. This workflow retrieves records and reports reconciliation findings.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Chaser. A trigger fires from one place; an action lands in another.
Google Docs 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.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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 Docs and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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