Find the right Chaser customer from a Slack request
When someone asks about a customer in a channel and includes its source-system ID, Notis can fetch the matching Chaser record for the conversation.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Switching tools to look up a customer interrupts the flow of answering a quick team question.
- Answer customer record questions in the working conversation.
- Use a specific identifier to reduce mistaken lookups.
- Avoid opening Chaser for every quick question.
Setup
Build it in a few focused steps.
- 1Connect Slack and Chaser to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally, asking it to retrieve a Chaser customer only when the Slack request includes that customer's external ID.
- 3Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 4Test with one real lookup request and confirm the returned customer is the intended one.
Questions about this workflow
Can it look up a customer by an uncertain name?
Set the prompt to require the external ID for reliable customer lookup.
Does it change the customer record?
No. This workflow retrieves and reports customer details without updating them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Chaser. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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