Review Chaser customers from Google Slides portfolio slides
Turn a portfolio slide into a current customer status snapshot.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Portfolio reviews often rely on stale lists and require a separate export from the billing system.
- Makes portfolio reviews more current
- Highlights customer status information
- Cuts export and copy work
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Chaser through Notis.
- 2Create the automation and describe which portfolio context should trigger a customer list retrieval.
- 3Choose New Slide Added and set the report channel.
- 4Test with one portfolio slide and review the returned records.
Questions about this workflow
Does this retrieve every customer?
The Chaser action retrieves the organization customer list, so use it when a complete list is appropriate.
Can Notis summarize the results?
Yes. Ask for a concise summary or exception list in the automation instruction.
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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