Look up Chaser customer details for new tickets
Give every new billing related ticket the customer context your team needs.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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 agents lose time switching systems to confirm account and payment context.
- Reduces context switching
- Surfaces customer details during triage
- Supports faster, more informed replies
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chaser once in Notis.
- 2Create an automation for ticket customer lookups.
- 3Tell Notis to identify the requester, retrieve the matching Chaser customer, and summarize relevant details.
- 4Select New Zendesk Ticket and a report channel.
- 5Test with one real ticket.
Questions about this workflow
Does this change Chaser data?
No, it retrieves customer details for analysis and reporting.
What if the requester has no match?
Ask Notis to report that no matching Chaser customer was found.
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
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.