Get a Chaser customer rollup when the team asks
When a team member requests a customer review in a channel, Notis can retrieve Chaser's customer list and summarize the relevant information.
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 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
A one-off customer review can become a distracting search through records when the request arrives mid-task.
- Respond to an explicit review request in context.
- Reduce manual scanning of customer records.
- Get a focused summary for the next team decision.
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, directing it to retrieve the Chaser customer list only for an explicit rollup request and summarize relevant details.
- 3Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 4Test with one real team request and check that the summary answers it.
Questions about this workflow
Does the rollup update customer records?
No. It retrieves customer information and prepares a summary for review.
Can the summary include every detail?
Tell Notis which customer information is useful so the result stays focused on the request.
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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