Move confirmed deals into invoice creation
Send a confirmed deal request to Notis and create its invoice in Chaser when the customer is already set up there.
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
A confirmed deal can be ready for billing while the invoice still waits for someone to re-enter its details.
- Reduce re-entry of confirmed deal details.
- Create invoices only when the customer exists in Chaser.
- Receive a run report for visibility into the result.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Chaser once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe that a confirmed deal request should create a Chaser invoice only when its customer exists and the request includes the needed invoice details.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real confirmed deal example.
Questions about this workflow
Will this create the customer if it is missing?
No. The Create Invoice action is intended for use after ensuring the customer exists in Chaser.
Which fields must the webhook include?
Include the information required for the invoice and a way to identify its existing Chaser customer. The exact required fields depend on the connected action configuration.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Chaser. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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