Find Chaser customers from new contracts
Get customer billing context while the contract is still fresh.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Teams waste time switching systems to confirm which Chaser customer belongs to a contract.
- Speeds contract to billing handoff
- Uses the contract as context
- Reduces customer lookup errors
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Chaser in Notis once.
- 2Create an automation for new contract files.
- 3Tell Notis to read the contract, identify the external customer id, and retrieve that Chaser customer.
- 4Pick the OneDrive File Created trigger and choose report delivery.
- 5Test with one real contract.
Questions about this workflow
What happens when no external id is present?
Notis can report the missing identifier and ask for a manual resolution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Chaser. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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