Check Chaser before processing a new Trello client card
Start every client workflow with the right billing context already in view.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Teams waste time asking whether a customer already exists or who should receive billing communication.
- Find existing customer records quickly
- Surface contact and status information
- Prevent duplicate onboarding work
Setup
Build it in a few focused steps.
- 1Connect Trello and Chaser in the Notis portal.
- 2Create an automation telling Notis to search Chaser customers for a match to each qualifying new Trello card and summarize the result.
- 3Pick Trello New Card Trigger as the trigger.
- 4Select a report destination and test with one real client card.
Questions about this workflow
Can Notis create the customer too?
Yes. Pair this lookup with an instruction to create a customer only when no suitable match exists.
What does the report include?
It can summarize matching customer details and the contact or status information returned by Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Chaser. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
New Card Trigger
Triggered when a card is created in the specified board
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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