Create Chaser invoices from confirmed website inquiries
Move a confirmed request from website research to invoicing without retyping its details.
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
A billable inquiry can sit in a browser tab while you manually recreate it in your invoicing system.
- Create an invoice from a confirmed billable inquiry.
- Keep customer lookup as a prerequisite to invoice creation.
- Reduce repeated entry between website research and Chaser.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Chaser once in the Notis portal.
- 2Create an automation by telling Notis to create a Chaser invoice from a confirmed billable inquiry, after ensuring the customer exists.
- 3Pick a webhook trigger and send it when the inquiry is ready to invoice.
- 4Choose where you want run reports to go.
- 5Test with one real inquiry and an existing Chaser customer.
Questions about this workflow
Does this create an invoice for every inquiry?
The instruction can limit invoice creation to inquiries your Agenty workflow has confirmed as billable.
What if the customer is not in Chaser?
The workflow should only create an invoice after ensuring the customer exists. This action does not create the customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Chaser. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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