Prepare a recurring Chaser invoice follow-up review
Bring invoice records into a focused review so you can see what needs attention without repeatedly searching through receivables.
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 invoice follow-ups are easy to lose among other work when there is no reliable review routine.
- Retrieve invoice records from Chaser on a chosen schedule.
- Summarize available invoice details into a concise review.
- Keep follow-up decisions visible without automatically contacting customers.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve invoices and summarize records needing your review based on available details.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with a real invoice list and confirm the summary is useful.
Questions about this workflow
Does this send invoice reminders to customers?
No. It retrieves and summarizes invoices for your review; the listed Chaser action does not send reminders.
Can it use aging rules?
It can interpret dates and statuses present in the invoice data. Any business-specific thresholds or follow-up rules must be included in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Chaser. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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