Look up Chaser customers from Typeform requests
Give your team the customer context they need without opening another system.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Support and finance requests include ids that require a separate manual customer lookup.
- Cuts context switching
- Improves response speed
- Highlights missing or invalid identifiers
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chaser once in the Notis portal.
- 2Create an automation that retrieves the Chaser customer matching the external id in each response and summarizes the relevant details.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where run reports should go.
- 5Test with one real request response.
Questions about this workflow
What does the response need to include?
Include the customer's Chaser external id or another reliable identifier in the Typeform submission.
Can it update the customer too?
Use a separate automation with the Update Customer action when the intended outcome is a record change.
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
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