Turn new HubSpot contacts into Chaser customers
Add a contact in HubSpot and let Notis create the matching customer record in Chaser.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Copying new customer details between HubSpot and Chaser takes time and can leave receivables records behind.
- Reduce manual entry when a new contact is ready for billing.
- Keep customer records moving into Chaser from your CRM.
- Use run reports to review each attempt.
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 create a Chaser customer from a new HubSpot contact, using available contact details and avoiding duplicates where possible.
- 4Choose the HubSpot Contact Created trigger and select where run reports should go.
- 5Test with one real contact and review the report.
Questions about this workflow
Does this create a customer for every new contact?
The instruction determines how Notis handles each new contact. State any conditions, such as creating a Chaser customer only when the contact is ready for billing.
What if HubSpot does not include all customer details?
Notis can only use information returned by HubSpot or supplied in your instruction. Review the run report and provide any required missing details.
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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