Create Chaser customer records from Jira onboarding
Capture customer setup details in a Jira onboarding issue and let Notis create the Chaser customer record for billing.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Customer details gathered during onboarding often need to be copied again before billing can begin.
- Create a Chaser customer record from a new Jira onboarding issue.
- Keep onboarding and billing setup connected.
- Reduce repeated customer detail entry.
Setup
Build it in a few focused steps.
- 1Connect Jira and Chaser once in the Notis portal.
- 2Create an automation and describe that a new customer onboarding issue with complete customer details should create a Chaser customer.
- 3Pick the Jira New Issue trigger and choose where run reports should go.
- 4Test with one real onboarding issue containing the required customer information.
Questions about this workflow
Can this also create an invoice?
This workflow creates the customer record only. An invoice requires a separate workflow and complete invoice details.
What if the issue is missing customer details?
The customer record cannot be created reliably without the needed information. Include the required details in the issue before it triggers the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Chaser. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.