Look up Chaser customers from Google Slides account slides
Give every account review slide the current customer details it needs.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
Teams waste time opening separate billing records to verify contact or status information during reviews.
- Adds current customer context to review work
- Reduces tool switching
- Surfaces mismatched identifiers early
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Chaser once.
- 2Create an automation that asks Notis to retrieve the customer for a confirmed external ID and summarize the result.
- 3Select New Slide Added and choose where run reports should be delivered.
- 4Test with one account review slide.
Questions about this workflow
Where does the external ID come from?
Include it on the slide or specify the trusted source where Notis should obtain it.
Can the result be written back into Slides?
This package retrieves the Chaser customer and reports the result; writing back is not part of the listed Chaser action.
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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