Create Chaser customers from new Drive intake documents
Keep customer setup moving. When a new Drive intake document is ready, Notis can create the customer record in Chaser from the details it contains.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Copying customer details from intake documents into Chaser adds busywork and can leave approved customers waiting to be set up.
- Reduce manual copying from intake documents
- Start customer setup from a new Drive file
- Use a plain language instruction to describe which documents are ready
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to create a Chaser customer from a new intake document, using only details present in the document.
- 4Pick the Google Drive File Created trigger and choose where run reports go.
- 5Test with one real intake document that includes the customer details needed in Chaser.
Questions about this workflow
What should the intake document contain?
Include the customer details needed to create the Chaser record. Notis can only use information available in the document and connected app.
Does this workflow check for an existing customer first?
The selected action creates a customer. Have your instruction limit creation to documents confirmed as new customers, and test with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Chaser. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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