Create a Chaser customer from a new Trello card
Capture new client details in Trello and let Notis create the Chaser customer record for you.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New customer details get stranded in project boards and require repetitive re-entry into billing tools.
- Reduce duplicate data entry
- Keep billing contacts ready for invoicing
- Catch existing customers before creating records
Setup
Build it in a few focused steps.
- 1Connect Trello and Chaser in the Notis portal.
- 2Create a new automation and describe that qualifying new Trello cards should create a Chaser customer after checking for a match.
- 3Pick Trello New Card Trigger as the trigger.
- 4Choose where run reports should be sent, then test with one real intake card.
Questions about this workflow
How does Notis know which cards are client intake cards?
Tell Notis the card pattern or list context in the automation instruction, and it can inspect the card details.
What happens if the customer already exists?
Instruct Notis to skip creation and report the matching customer for review.
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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No card. Works with personal or business Chaser.