Get the invoice details you need for a deal
Ask Notis for a specific invoice lookup and get its current Chaser details in the context of your company work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
A quick billing question can turn into a chain of searches across CRM and finance tools.
- Retrieve details for a specific invoice.
- Bring payment and customer context into one report.
- Use the invoice identifier supplied with the request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve the Chaser invoice named in the request and summarize its status and customer details for the related Affinity company.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known invoice ID and confirm the result.
Questions about this workflow
What does the request need to include?
It needs a reliable invoice identifier. If the identifier is absent or ambiguous, the workflow should request clarification in its report.
Does this update invoice status?
No. It retrieves invoice details and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chaser. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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