Move invoice-ready job details from AccuLynx to Chaser
When a job is ready to bill, send the relevant details to Notis and create the invoice record in Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates a new invoice record in the organization.
Why this helps
Copying job and billing details into receivables takes attention away from getting the work done.
- Reduce manual transfer of invoice-ready details.
- Keep invoice creation tied to a job update sent to Notis.
- Get a report when the automation runs.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for job invoicing.
- 3Tell Notis to create a Chaser invoice from the invoice details and customer identifier supplied with each AccuLynx webhook, only when the customer exists in Chaser.
- 4Choose the webhook trigger and a report channel, then test with one real invoice-ready job.
Questions about this workflow
Does this workflow create the Chaser customer too?
No. The Create Invoice action is intended to be used after ensuring the customer exists in Chaser.
Can the workflow invent missing invoice details?
No. The required details must be included in the webhook data or otherwise provided to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Chaser. A trigger fires from one place; an action lands in another.
Acculynx triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Acculynx and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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