Update Chaser customer details from Pipedrive notes
Capture contact changes where your team already records them, then keep billing data aligned.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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."
Why this helps
Important customer corrections are written in notes but never reach the billing system.
- Prevent outdated billing contacts
- Reduce manual rekeying
- Create an audit-friendly handoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Chaser in Notis once.
- 2Create an automation that reads each new note, updates Chaser only when the note clearly requests a customer change, and reports ambiguous notes.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one note containing a confirmed correction.
Questions about this workflow
Will every note change a customer?
No. Instruct Notis to act only on explicit update language and otherwise report the note for review.
How is the customer matched?
Provide the matching identifier or a reliable lookup rule in your instruction.
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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