Review Chaser customer status from Typeform
See the billing context behind each submitted request.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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 answer form requests without a quick view of customer status and contact history.
- Improves request triage
- Reduces repeated system checks
- Creates consistent summaries
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chaser once in the Notis portal.
- 2Create an automation that retrieves the relevant Chaser customer list or matching records and summarizes the status needed for the response.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel for the summaries.
- 5Test with one real request.
Questions about this workflow
When should I use Get Customer by ID instead?
Use Get Customer by ID when the form contains one confirmed external customer id and you need a specific record.
Can this process every customer list each time?
Yes, but instruct Notis to retrieve the complete list only when the request genuinely requires it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Chaser. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.