Update Chaser customers from Google Slides changes
Turn approved account updates in your deck into a Chaser customer update.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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."
Why this helps
Contact changes recorded during account reviews are easy to forget when they require a separate finance system edit.
- Reduces stale contact information
- Creates an auditable update request
- Avoids switching between deck and billing tools
Setup
Build it in a few focused steps.
- 1Connect both apps once through Notis.
- 2Create an automation that explains how to identify the customer and apply the approved change.
- 3Select New Slide Added and choose a run report destination.
- 4Test with one real account update slide.
Questions about this workflow
What identifier should the slide contain?
Include the customer's Chaser external ID or instruct Notis where the confirmed identifier can be found.
Can this update any customer field?
It can update fields supported by the Chaser action when your instruction provides the confirmed value.
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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