Create Chaser customers from new Zendesk users
Stop retyping new customer details between support and collections.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Why this helps
New users can reach billing workflows without a matching Chaser customer record.
- Reduces duplicate data entry
- Keeps new customer records ready for invoicing
- Provides a consistent handoff from support
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Chaser once in Notis.
- 2Create an automation named for new Zendesk users.
- 3Tell Notis to create a Chaser customer when the user is new, checking for an existing match first.
- 4Pick the Zendesk New User Created trigger and choose a report channel.
- 5Test with one real Zendesk user.
Questions about this workflow
Will this create duplicate Chaser customers?
Tell Notis to search existing Chaser customers before creating a record.
What starts the automation?
A New User Created event in Zendesk 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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