Turn an invoice request into a Chaser invoice
Send a ready-to-bill request to Notis and create the invoice in Chaser once its customer is confirmed.
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
An invoice request can get lost between the sales record and the finance workflow.
- Reduce handoffs from sales to finance
- Check the customer exists before invoice creation
- Surface requests with incomplete invoice details
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chaser once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3Tell Notis to create a Chaser invoice from an invoice-ready request only when the matching Chaser customer and required invoice details are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real invoice request and verify the resulting Chaser invoice.
Questions about this workflow
Does the workflow create a Chaser customer if needed?
This workflow uses Chaser's Create Invoice action, which says to ensure the customer exists first. The automation should report requests without a confirmed Chaser customer.
Which invoice fields can be sent?
The provided event description does not specify invoice fields. Include the required invoice details in the incoming request and confirm the action accepts them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chaser. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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