Refresh Chaser customer details from HubSpot
When a HubSpot contact is created, ask Notis to update a known Chaser customer record with the details you want kept current.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Customer information can diverge when teams update CRM records and forget to refresh receivables details.
- Reduce repeated edits to customer details.
- Keep an existing Chaser record current when a new related contact appears.
- Make the required record identifier explicit in the automation instruction.
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 which HubSpot contact details to use and provide the matching Chaser external ID needed to update the existing customer.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and confirm the intended Chaser customer was updated.
Questions about this workflow
Can Notis guess which Chaser customer to update?
The update requires the customer's external ID. Include a reliable way to supply that ID in your instruction or contact data.
Which fields should be updated?
Name the details you want refreshed in the instruction. The update action supports customer information using the external ID.
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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