Refresh Chaser contacts from new Zendesk users
Keep customer contact details current before payment reminders go out.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
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
Stale contact information can send invoice communication to the wrong person.
- Reduces failed customer communications
- Keeps support and finance records aligned
- Uses the latest available user details
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chaser once in Notis.
- 2Create an automation for contact refresh.
- 3Tell Notis to find the matching Chaser external ID and update the contact details from the new Zendesk user.
- 4Choose New User Created and a report channel.
- 5Test with one real user.
Questions about this workflow
What if no Chaser customer matches?
Ask Notis to report the missing match instead of updating a different record.
Which identifier is used?
The automation should use the confirmed Chaser external ID for the customer.
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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