Review Chaser customers for new Pipedrive organizations
Find the right billing record before creating another customer.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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
A new organization can lead to duplicate Chaser customers when nobody checks existing records.
- Prevent duplicate records
- Speed up organization onboarding
- Give operators a focused match list
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Chaser in Notis once.
- 2Create an automation that retrieves Chaser customers and highlights likely matches for each new Pipedrive organization.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose a report channel and test with one organization.
Questions about this workflow
Does it decide the match automatically?
Tell Notis whether to recommend a match or require human confirmation before any write action.
Does this create a customer?
No. It is a review workflow using the customer list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Chaser. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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