Keep Chaser customer contacts current from Slack
When a confirmed contact change reaches you in a DM, Notis can update the matching Chaser customer using its external ID.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Small contact changes are easy to acknowledge in a DM and forget when switching back to billing admin.
- Turn a clear one-to-one handoff into an updated record.
- Use the external ID to target the intended customer.
- Avoid changing customer details based on uncertain context.
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, instructing it to update a customer's contact details only when the DM gives a confirmed change and matching external ID.
- 3Pick Direct Message Received as the trigger and choose a channel for run reports.
- 4Test with one real contact change and inspect the customer's Chaser record.
Questions about this workflow
Can this identify the customer from a name alone?
The prompt should require the customer's external ID so Notis can target the intended record.
Can it change any customer field mentioned in a DM?
Describe the specific contact changes allowed and require a clear, confirmed instruction before updating.
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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