Run a quarterly invoice baseline review
Use a repeatable quarterly check to catch invoice records that no longer match your approved baseline.
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
Quarterly reviews are easy to postpone when baseline comparisons require manual exports and checking.
- Catch discrepancies on a set cadence
- Focus human review on exceptions
- Keep confirmed corrections in Chaser
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a quarterly cron automation for the approved baseline.
- 3Tell Notis to compare the supplied baseline with Chaser invoices, report discrepancies, and update only those you explicitly confirm.
- 4Choose the recurring cron trigger.
- 5Select report delivery and test with a small baseline.
Questions about this workflow
Where is the baseline stored?
Name the 21risk record or provide the baseline in the automation context because no source event supplies it automatically.
Can it report without updating?
Yes. Start with a report only instruction, then add confirmed update rules when ready.
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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