Create Chaser invoices from approved orders
Move approved order data into a Chaser invoice without retyping line items and dates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Approved work gets delayed because someone must copy order details into the billing system.
- Shortens billing turnaround
- Reduces transcription errors
- Creates a consistent handoff from sales to finance
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Chaser in Notis once.
- 2Create an automation for approved orders.
- 3Tell Notis to verify the customer context and create a Chaser invoice from each approved payload.
- 4Choose the webhook trigger and report channel.
- 5Test with one approved order.
Questions about this workflow
Does the customer need to exist first?
Yes. The instruction should tell Notis to confirm the customer exists before creating the invoice, and report what is missing if it does not.
Can Notis calculate totals?
Notis can use totals supplied in the payload. Any calculation rules must be stated in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Chaser. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
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.
0CodeKit and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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