Move invoice batches from documents into Chaser
Let Affinda extract invoice details across a document batch, then bulk upsert the confirmed records in Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Invoices
Creates or updates up to 100 invoices, matching existing records by invoice ID.
Why this helps
Entering invoice batches one at a time turns a manageable backlog into repetitive work.
- Process multiple invoices in one run.
- Match records using invoice identifiers.
- Keep uncertain customer or invoice details out of the upsert.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to extract each invoice, confirm invoice identifiers and customers, and bulk upsert only verified records in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with a small real invoice batch.
Questions about this workflow
How does Chaser match invoices in a bulk upsert?
The listed action matches invoices by invoice_id. Ask Notis to confirm that identifier before including a record.
How many invoices can be included?
The listed Chaser action supports up to 100 invoices per operation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chaser. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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