Create Chaser customers from Google Slides client slides
Capture a new client in Chaser as soon as the client slide is ready.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New client details can sit in a deck while finance waits for a separate customer setup task.
- Speeds up customer setup
- Keeps finance and sales context aligned
- Flags incomplete contact details clearly
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Chaser in the Notis portal.
- 2Create the automation and describe when a client slide should become a customer.
- 3Pick New Slide Added as the trigger and choose where reports should go.
- 4Run one real client slide as a test and inspect the result.
Questions about this workflow
Can I limit this to approved client slides?
Yes. State the approval language or other context Notis should look for in the instruction.
Will duplicate customers be created?
Tell Notis to check existing Chaser customers before creating a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Chaser. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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