Find the Chaser customer behind a deal
Use a deal stage change to retrieve the matching Chaser customer details for a billing handoff or review.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Finding the receivables record for a deal can mean switching tools and searching for the right customer.
- Bring specific Chaser customer details into a deal-stage workflow.
- Reduce manual searching during a billing handoff.
- Use an external source ID to identify the intended record.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Chaser customer for the deal using its external source ID, and state what the run report should highlight.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal whose Chaser customer external ID is available.
Questions about this workflow
What identifier does this lookup need?
It retrieves a customer by the external ID from the source system. Ensure that ID is available from the deal context or your instruction.
Does the lookup change the customer record?
No. This workflow retrieves customer details so they can be reviewed in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Chaser. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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