Reconcile invoice statuses every month
Close the loop between completed operations and the invoices that represent them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.
Why this helps
Invoices stay in the wrong status when operational completion is tracked elsewhere.
- Reduces stale invoice statuses
- Creates a recurring close process
- Highlights records needing review
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser once.
- 2Create an automation that compares supplied 7shifts records with Chaser invoices and updates only confirmed statuses.
- 3Choose a monthly schedule trigger.
- 4Select a report channel for reconciliation results.
- 5Test with one real month end dataset.
Questions about this workflow
Where does the completion data come from?
Provide the relevant 7shifts records or summary in the scheduled prompt or input.
Will it update every invoice automatically?
It should update only invoices and statuses that the supplied evidence confirms.
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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