Keep Chaser invoice status aligned with email decisions
A confirmed invoice decision arrives by email. Notis can update the existing Chaser invoice and send a run report for visibility.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.
Why this helps
Invoice status decisions can be easy to overlook when they arrive in a busy inbox rather than alongside the invoice.
- Reduce missed invoice status changes
- Keep a clear record of the email decision
- Avoid updating invoices without a confirmed match
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to update an existing Chaser invoice only when an email clearly confirms a status change and identifies the invoice; report ambiguous requests.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real confirmed invoice decision.
Questions about this workflow
Does the email need to identify the invoice?
Yes. The action updates an existing invoice using its unique identifier, so instruct Notis to proceed only when it can confirm the invoice.
Will it interpret tentative language as approval?
Tell Notis to act only on explicit, confirmed decisions and report messages that are unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Chaser. A trigger fires from one place; an action lands in another.
Agent mail triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Agent mail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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