Audit Chaser customer statuses from Todoist
Turn a status audit task into a concise view of the customer records involved.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Status audits consume time when teams manually gather customer records before analysis.
- Speed up customer status audits
- Summarize records against stated criteria
- Reduce manual list preparation
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation that retrieves Chaser customers and summarizes statuses according to each new audit task.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel for the audit summary.
- 5Test with one audit task and clear criteria.
Questions about this workflow
What criteria can the audit use?
Use criteria stated in the Todoist task, such as a status or customer subset.
Does it alter statuses?
No. It only retrieves and summarizes customer information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Chaser. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Todoist and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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