See invoice status alongside active deal work
Get a periodic view of outstanding invoices connected to active Affinity relationships without opening each account by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Billing follow-up is easy to miss when you are focused on moving active deals forward.
- Bring billing status into a regular deal review.
- Surface invoices that may need follow-up.
- Get one report instead of checking accounts individually.
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 identify relevant active Affinity companies, review matching Chaser invoices, and report statuses that need attention.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and review the invoice matches.
Questions about this workflow
Will the report know which invoice belongs to which Affinity company?
It can compare identifiers and customer details available in the connected data. Specify the matching rules and review ambiguous matches.
Does this send payment reminders?
No. The available action used here lists invoices; the workflow reports status for your review.
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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