Turn parsed invoice documents into Chaser records
Send an invoice document to Notis and let Affinda extract the details for Chaser, with a customer check before anything is created.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates a new invoice record in the organization.
Why this helps
Re-entering invoice details takes focus away from work and makes typos or missed records more likely.
- Reduce manual invoice entry.
- Check that the customer exists before creating an invoice.
- Keep invoice details moving from documents into Chaser.
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 invoice details with Affinda, confirm the customer, and create the invoice in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real invoice document.
Questions about this workflow
What starts this workflow?
A webhook request to Notis starts it. Send the invoice document through the webhook input.
Will it create an invoice if the customer is uncertain?
The instruction can require a confirmed existing customer before creation. Review run reports for cases that need attention.
Does this workflow map document fields in a setup screen?
No. Tell Notis the intended outcome in one plain-language instruction.
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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