Weekly customer audit, automatically delivered
Every Friday, you get a complete list of customers in Chaser. Spot gaps, missing records, or stale data instantly.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
You rarely check your complete customer list in Chaser until a billing problem surfaces weeks later. By then, invoices are overdue and data is inconsistent.
- Regular audit of your complete customer database without manual checking
- Catch missing or incomplete customer records early
- Consistent data quality across all customers
- Peace of mind knowing your CRM is accurate
Setup
Build it in a few focused steps.
- 1Connect Chaser to Notis.
- 2Tell Notis: 'Every Friday morning, retrieve and show me my complete list of customers from Chaser'.
- 3Select 'Recurring Schedule (weekly)' as your trigger.
- 4Pick Friday morning (or your preferred day/time) for the audit.
- 5Notis will deliver your customer list each week -- review it to spot any gaps or outdated records.
Questions about this workflow
What format will the customer list be in?
Notis sends it to your chosen channel (Slack, email, or in-app) with customer names, contact info, and status.
Can I customize which day or time the audit runs?
Absolutely. Ask for Tuesday, Thursday, any day and time that works for you.
What should I do if I find incomplete customer records?
Flag them for the team or ask Notis to help you update them in Chaser directly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Chaser. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue is created.
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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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