Review Chaser invoice status after risk checks
Keep outstanding payment records aligned with the review decisions your team makes repeatedly.
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
Invoice statuses stay outdated when recurring review decisions are recorded separately from billing.
- Turn recurring decisions into consistent updates
- Reduce stale invoice statuses
- Create a clear review report
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a scheduled automation describing the invoice review outcome.
- 3Tell Notis to use the supplied 21risk criteria, confirm each invoice, and update only invoices that meet the stated decision.
- 4Choose a recurring cron trigger.
- 5Select a report channel and test with a small invoice sample.
Questions about this workflow
Where do the review criteria come from?
Provide the criteria in the automation prompt because the source has no trigger event that supplies them.
Can it skip uncertain invoices?
Yes. Tell Notis to report uncertain matches and make no update without a confirmed invoice identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Chaser. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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