Create Chaser invoices from Ably-connected agent requests
Send an invoice request through your Ably-connected agent and let Notis prepare the Chaser invoice while you keep working.
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
Invoice requests arrive in chat, then get lost between conversations and billing work.
- Reduce retyping between agent conversations and Chaser.
- Catch incomplete invoice requests before creating a record.
- Keep invoice creation tied to the original request.
Setup
Build it in a few focused steps.
- 1Connect Ably and Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a Chaser invoice from each incoming request and flag missing details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real invoice request.
Questions about this workflow
Does Ably provide a built-in trigger for this workflow?
No. Start it with a Notis webhook. An Ably-connected agent or service can send the request to that webhook.
What if the request does not include enough invoice details?
Tell Notis to report the missing information and wait for it before creating the invoice.
Does this send an invoice reminder?
No. It creates an invoice record in Chaser; reminder sending is not one of the available actions here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Chaser. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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