Turn won Affinity deals into ready-to-track invoices
When a deal closes, let Notis gather the agreed billing details and prepare the invoice in Chaser.
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
Closed deals can slip into a billing backlog while you switch between your CRM and accounting tools.
- Start invoicing promptly after a deal closes.
- Check for an existing Chaser customer before creating an invoice.
- Send a run report with missing billing details for follow-up.
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 review a won-deal webhook, confirm the customer and agreed invoice details, and create the Chaser invoice when details are sufficient.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real won deal and review the run report.
Questions about this workflow
Does Affinity start this automatically when a deal is won?
Affinity has no listed trigger events here. This workflow starts when an HTTP request reaches its Notis webhook; configure your existing process to send that request when appropriate.
Will Notis guess invoice amounts or due dates?
No. The prompt should use confirmed details from the webhook or Affinity data and report missing information instead of guessing.
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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