Create invoices from confirmed billing details
Turn approved billing information into a Chaser invoice when the account and invoice details are ready.
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
Invoice setup can stall when approved billing details need to be copied manually from an agency workflow.
- Create invoices only after billing details are approved.
- Keep invoice creation tied to an explicit source event or request.
- Reduce re-entry of supplied invoice information.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, create an invoice only when the payload confirms approval, includes required invoice details, and identifies an existing Chaser customer.
- 4Choose a webhook trigger for the system that sends the approved billing request.
- 5Choose a run-report channel, then test with one real approved invoice example.
Questions about this workflow
Does this create a Chaser customer if one is missing?
No. The listed invoice action should be used after ensuring the customer exists in Chaser.
Does an AgencyZoom sales update automatically mean an invoice is approved?
No. The workflow should require explicit billing approval and complete invoice details in the supplied request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chaser. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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