Attach ActiveMerge invoice PDFs to Chaser invoices
Keep the generated invoice PDF with its matching Chaser record without a manual upload step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Invoice PDF
Attaches a valid PDF file to an existing invoice.
Why this helps
Generated PDFs and invoice records can become separated when attaching files is left for later.
- Attach supporting documentation to the intended invoice.
- Reduce manual file uploads after document generation.
- Use Chaser's invoice PDF upload action for a valid PDF.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: attach the supplied valid invoice PDF to its existing Chaser invoice.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real PDF and invoice reference, then review the report.
Questions about this workflow
Does this workflow create the invoice too?
No. It uploads a PDF to an existing invoice. The invoice must already exist in Chaser.
What file can be attached?
The action requires a valid PDF document.
How does it start?
A Notis webhook starts when an HTTP request arrives with the document information and invoice reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Chaser. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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