Update Chaser customer details when Salesforce contacts change
Let contact updates reach the customer record your team uses for payment communications.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
An outdated billing contact in Chaser can send reminders to the wrong person or create extra cleanup.
- Reflect contact changes in Chaser sooner.
- Reduce the chance of reminders going to an outdated contact.
- Avoid re-entering updated contact details by hand.
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 find the matching Chaser customer by confirmed external ID and update only changed contact details.
- 4Choose the Contact Updated trigger and where run reports should go.
- 5Test with one real contact update and check the customer record.
Questions about this workflow
What does the workflow use to match records?
The update action requires the customer's unique externalid. Ensure Salesforce or your instructions provide the matching value before updates run.
Will it change invoices too?
No. This workflow updates a Chaser customer record. It does not modify invoice records.
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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