Review Chaser customers after Salesforce account changes
Make account changes a cue to check customer details in the system used for invoice follow-up.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Account changes can leave the billing team unsure which Chaser customer details need review.
- Create a clear review point when account details change.
- Bring Chaser customer information into the context of account updates.
- Help catch incomplete customer contact or status details.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chaser once in the Notis portal.
- 2Create an automation with a name and plain language prompt.
- 3Tell Notis to retrieve relevant Chaser customer records and summarize which details need review when an account changes.
- 4Choose the Account Created or Updated trigger and where run reports should go.
- 5Test with one real account update and confirm the returned customer context is useful.
Questions about this workflow
Does this automatically change customer records?
No. This workflow retrieves customer information for review. A separate, confirmed update instruction is needed to change Chaser data.
Can it find the right Chaser customer?
It can use identifiers available in the account event or prompt. If no reliable match is present, the report should call out that the match needs review.
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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