Spot check important invoice records without a manual lookup
Keep a small set of important invoice records easy to review by having Notis retrieve their details on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
Repeatedly searching for the same critical invoice details consumes attention that could go to the next task.
- Retrieve detailed information for a specific invoice.
- Summarize returned payment status and customer information.
- Keep important invoice checks on a predictable schedule.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe which invoice ID to retrieve and which returned details to include in the review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real invoice ID and confirm the details match Chaser.
Questions about this workflow
Where does the invoice ID come from?
Supply the invoice ID in your instruction or another supported context available to the automation.
Can it check every invoice?
This action retrieves a specific invoice by ID. Use the invoice list action when you need a broader list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Chaser. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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