Carry new client details from Slack into Chaser
A concise handoff in Slack can be enough to get a customer record started in Chaser, without asking someone to transcribe it later.
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
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer details arrive in chat, then wait while someone manually creates the billing record.
- Reduce repeated entry during client onboarding.
- Keep billing setup connected to the original handoff.
- Require sufficient details before creating the record.
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, describing that it should create a Chaser customer from an explicit client handoff when the required basic details are present.
- 3Pick Slack Channel Message Received as the trigger and choose a channel for run reports.
- 4Test with one real handoff and check the new customer record in Chaser.
Questions about this workflow
Will a casual mention of a prospect create a customer?
The prompt should limit creation to explicit handoffs that identify a new customer and provide the required details.
What if details are missing?
Have Notis report the missing information instead of creating an incomplete customer.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.