Look up a Chaser customer from an intake webhook
Give intake systems a reliable billing lookup before work begins in Trello.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Automated intake can start projects before anyone confirms the correct billing customer record.
- Validate customer identity early
- Reduce duplicate customer records
- Return billing context to the intake process
Setup
Build it in a few focused steps.
- 1Connect Trello and Chaser in the Notis portal.
- 2Create a webhook automation instructing Notis to retrieve the Chaser customer matching the Trello intake reference.
- 3Pick a Notis webhook trigger and provide its request endpoint to the intake process.
- 4Choose a report channel and test with one real intake request.
Questions about this workflow
What should the webhook contain?
Include the external customer identifier or enough client information for Notis to locate the correct Chaser record.
Can the result be used to create a Trello card?
This workflow returns Chaser details; a separate workflow can use the result in your intake process.
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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