Create Chaser invoices from signed ActiveMerge documents
A signed billing document can start the invoice handoff, so you do not have to re-enter its details 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
Signed billing documents can sit waiting while someone manually recreates them as invoices.
- Reduce re-entry between document signing and invoicing.
- Check for an existing Chaser customer before creating the invoice.
- Keep the handoff tied to a specific completed document.
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: create a Chaser invoice from the signed billing document after confirming its customer exists.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real signed document and review the report.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No ActiveMerge trigger event is listed here. The workflow starts with a Notis webhook, which an HTTP request starts.
Will this create a customer if one is missing?
No. This workflow uses Create Invoice only after ensuring the customer exists in Chaser. Handle a missing customer separately.
What starts the workflow?
An HTTP request sent to the Notis webhook. The request should represent a signed billing document and include the details needed to create its invoice.
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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