Review invoice documents for Chaser updates on a schedule
Set a recurring Notis run to process invoice documents available to Affinda and apply verified updates to matching Chaser invoices.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice, including its status, amounts, dates, payments, or customer.
Why this helps
Invoice documents accumulate when processing depends on remembering to start each one manually.
- Create a predictable review rhythm for queued documents.
- Reduce the need to remember each processing step.
- Update only invoices that can be confirmed.
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, tell Notis how to identify available invoice documents, extract their details, and update only confirmed existing Chaser invoices.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real invoice document.
Questions about this workflow
Where do the documents come from?
The workflow can process documents made available to Affinda, but the document source and access must already be available to your setup.
Can the schedule create an invoice if none exists?
This workflow is for updating confirmed existing invoices. Use a separate instruction and action if you need invoice creation.
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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