Update a Chaser customer when Trello details change
Update client contact details once in Trello and keep Chaser aligned automatically.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
Action
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."
Why this helps
Contact changes are easy to miss when project notes and billing records drift apart.
- Keep customer records current
- Reduce missed billing emails
- Create an auditable report of each update
Setup
Build it in a few focused steps.
- 1Connect Trello and Chaser in the Notis portal.
- 2Create an automation instructing Notis to identify the matching Chaser customer and update the changed contact details from the Trello card.
- 3Pick Trello Card Updated Trigger as the trigger.
- 4Choose a report channel and test with one card containing a deliberate contact change.
Questions about this workflow
Does this update every card change?
You can instruct Notis to act only when the card contains a contact change or a defined client update signal.
What identifier is needed?
Provide the Chaser external customer identifier in the card or tell Notis how to locate the matching customer.
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.