Resolve customer details from invoice emails
Give Notis the identifier in the email and get the matching Chaser record ready for action.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
External IDs are available in messages but customer details require a separate lookup.
- Speeds account resolution
- Reduces lookup errors
- Supports downstream workflows
Setup
Build it in a few focused steps.
- 1Connect Outlook and Chaser in Notis once.
- 2Create an automation named Invoice email customer lookup.
- 3Tell Notis to extract the external customer ID, retrieve the matching Chaser customer, and summarize the relevant details.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with one real invoice email containing an external ID.
Questions about this workflow
What if the ID is missing?
Tell Notis to report the missing identifier and leave the Chaser data unchanged.
Can this lead to an invoice update?
Yes, use the returned context in a separate workflow that updates the invoice after confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Chaser. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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