Keep invoice details aligned with verified information
Take a confirmed invoice correction from review to Chaser with a clear instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice, including its status, amounts, dates, payments, or customer.
Why this helps
Invoice detail changes can be delayed when research and the update step live in separate workflows.
- Use AgentQL research as context for invoice review.
- Update an existing invoice with specified fields such as status, amounts, or dates.
- Keep the update tied to a scheduled review report.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to research the invoice context and update only the existing invoice fields you explicitly confirm.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real invoice and one confirmed change.
Questions about this workflow
Can this create a new invoice?
No. This action updates an existing invoice. Use an existing invoice identifier and confirmed changes.
Will research alone decide the new amount or date?
No. Specify the confirmed values in the instruction or provide them in the review input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Chaser. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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