Look up Chaser customers from Todoist
Put a customer ID in a Todoist task and get the matching Chaser record.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Specific customer checks take too long when teams manually search large customer lists.
- Find the exact customer record faster
- Keep external IDs in the task context
- Support precise billing follow up
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation instructing Notis to use the external ID in each new task to retrieve that Chaser customer.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel for the result.
- 5Test with a Todoist task containing a real external ID.
Questions about this workflow
Where does the external ID come from?
The ID must be included in the Todoist task or otherwise supplied by the user.
What if the task has no external ID?
Notis can report that the required identifier is missing instead of guessing.
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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