Create Chaser customers from Todoist onboarding tasks
Turn an approved onboarding task into a ready Chaser customer record.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer setup is easy to forget when onboarding details remain trapped in task notes.
- Create customer records from existing onboarding work
- Keep setup instructions in plain language
- Reduce duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation that creates a Chaser customer only when a new task includes the required approved customer details.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one approved onboarding task.
Questions about this workflow
What details are required?
The task must provide the basic customer information required by Chaser and any needed authentication context.
Will every new task create a customer?
Only tasks whose instructions clearly request customer creation with sufficient details should do so.
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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