Create Chaser invoices from approved requests
Send an approved invoice request to a Notis webhook and have Notis create the Chaser invoice when the customer is ready for billing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Approved invoice requests can wait in intake queues while someone manually transfers the details into billing.
- Start invoice processing from an HTTP request
- Reduce manual re-entry for approved requests
- Flag requests that are incomplete or lack a Chaser customer
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Ask Notis to create a Chaser invoice from an approved request only when the customer exists and the request includes the necessary invoice details.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real approved request sent to the webhook.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request needs to provide the approved invoice information.
Can it create the customer too?
This workflow uses the Chaser invoice action, which requires that the customer already exists in Chaser.
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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