Create Chaser customers from new Salesforce leads
Keep lead details moving into Chaser so customer setup does not become another handoff to remember.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
A new lead can become a paying customer before anyone has created their Chaser profile, delaying invoice work.
- Start Chaser customer setup as soon as a lead is created.
- Reduce repeated copying of contact details.
- Keep finance preparation connected to lead intake.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chaser once in the Notis portal.
- 2Create an automation by naming it and adding a plain language prompt.
- 3Tell Notis to create a Chaser customer for each new Salesforce lead, checking for an existing customer first when possible.
- 4Choose the New Lead trigger and where run reports should go.
- 5Test with one real new lead and review the run report.
Questions about this workflow
Will every lead be ready for invoicing?
The workflow creates a Chaser customer record. A lead may still need qualification or additional billing details before you invoice them.
Can it avoid creating duplicates?
Ask Notis to check Chaser for an existing customer before creating one. A reliable match depends on identifiers available in both systems.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chaser. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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