Send approved invoice batches to Chaser
Keep invoice entry manageable by processing a reviewed batch of billing records at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Invoices
Creates or updates up to 100 invoices, matching existing records by invoice ID.
Why this helps
Entering many approved invoices individually can take time away from customer and cash flow work.
- Process eligible invoices in batches
- Require approved source data before upserting
- Report records that lack required identifiers
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: bulk upsert only approved invoice records with the required invoice identifiers and existing customer references.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real approved invoice record and verify the result.
Questions about this workflow
Can Aeroleads generate invoice amounts?
The workflow must use supplied, verified billing data. It should not derive invoice amounts from prospect enrichment.
Does this create invoices for new customers?
No. Invoice records require an existing customer reference in Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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