Create Chaser customers from approved webhooks
Let approved onboarding events create ready to use billing records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
Customer setup gets delayed when approved data still needs manual copying.
- Speeds up approved onboarding
- Reduces copy and paste work
- Creates a consistent customer setup path
Setup
Build it in a few focused steps.
- 1Connect Chaser and Zendesk once in Notis.
- 2Create an automation for approved customer creation.
- 3Tell Notis to check for an existing Chaser customer and create one only when the webhook request contains sufficient details.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one real webhook example.
Questions about this workflow
What if the customer already exists?
Ask Notis to report the existing match and avoid creating a duplicate.
What starts the automation?
An HTTP request to the configured Notis webhook starts it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Chaser. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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