Review outstanding Chaser invoices on a schedule
Put invoice review on a predictable schedule and get a run report instead of rebuilding the list by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Outstanding invoices are easy to overlook when checking payment status depends on remembering to open Chaser.
- Create a recurring checkpoint for outstanding invoices.
- Use Chaser's invoice list filters where applicable.
- Route the run report to a channel you check.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the outcome: list outstanding Chaser invoices and summarize records needing follow-up.
- 4Pick a Notis cron schedule and choose where run reports go.
- 5Test with one real scheduled run and review the report.
Questions about this workflow
Does this workflow send payment reminders?
No. It lists and summarizes invoice records. The listed Chaser actions do not include sending reminders.
Can the invoice list be filtered?
The Chaser action supports pagination and filtering, including status, amounts, dates, and customer information.
What starts this workflow?
A recurring Notis cron schedule starts it.
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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