Carry approved invoice corrections into Chaser
Apply clear, approved invoice changes without repeating the correction by hand in Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Invoice
Updates an existing invoice, including its status, amounts, dates, payments, or customer.
Why this helps
A correction noted during client work can be missed or applied inconsistently in the billing record.
- Require an identified existing invoice before updating.
- Apply only explicitly approved changes.
- Keep a report of each attempted invoice correction.
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.
- 3Describe updating an invoice only when the incoming request confirms approval, supplies its unique identifier, and states the exact change.
- 4Choose a webhook trigger for the system that sends the approved request.
- 5Choose a run-report channel, then test with one real invoice correction.
Questions about this workflow
Will it find an invoice from a customer name alone?
The action requires the unique invoice identifier. Include it in the approved request or use a separate lookup process first.
Can it decide whether a correction is justified?
No. The request should explicitly confirm the correction; Notis should not infer approval from a general client update.
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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