Check Chaser organization details before billing
Start billing tasks with the right organization settings already confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Why this helps
Wrong currency, timezone, or legal details can create avoidable invoice corrections.
- Reduces setup mistakes
- Confirms organization context before actions
- Makes scheduled billing safer
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser once.
- 2Create an automation that retrieves the Chaser organization details and checks them against supplied operating context.
- 3Choose a daily schedule trigger.
- 4Select a report channel for readiness results.
- 5Test with one real organization check.
Questions about this workflow
Why include 7shifts context?
You can provide the location or operating context from 7shifts that should be checked against the Chaser organization.
Will it create or update invoices?
No. It only retrieves organization details and reports whether they are ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Chaser. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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