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Notis

Keep Chaser contacts current from channel signals

Refresh customer contact records while the latest relationship context is open.

Trigger

New YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

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 details drift across platforms and make follow-up unreliable.

  • Improves contact accuracy
  • Reduces repeated data cleanup
  • Supports more reliable billing communication

Setup

Build it in a few focused steps.

  • 1Connect YouTube and Chaser in Notis once.
  • 2Create an automation instructing Notis to update a matching Chaser customer only when the activity provides confirmed new contact details.
  • 3Pick New YouTube Activity as the trigger.
  • 4Choose a report channel and test with one activity event.

Questions about this workflow

What if the customer match is uncertain?

Tell Notis to report the ambiguity and avoid updating any record.

Can it update any customer field?

Use the supported customer information and specify the exact confirmed change in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Youtube to Chaser. A trigger fires from one place; an action lands in another.

Youtube triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

New YouTube Activity

Triggers when a new activity is detected on a YouTube channel.

TriggerPolling

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.

ActionInstant

New Item in YouTube Playlist

Triggers when a new item is added to a YouTube playlist.

TriggerPolling

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.

ActionInstant

New Playlist in YouTube Channel

Triggers when a new playlist is added to a YouTube channel.

TriggerPolling

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

New YouTube Channel Subscription

Triggers when a new channel is subscribed.

TriggerPolling

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

Youtube and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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