Carry approved invoice corrections into Chaser
Send a clear correction request to Notis and update the matching Chaser invoice with confidence.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Invoice
Updates an existing invoice, including its status, amounts, dates, payments, or customer.
Why this helps
Invoice corrections can be missed or applied to the wrong record when updates are handled manually.
- Reduce manual invoice amendments
- Require a confirmed invoice identifier
- Report unclear or incomplete corrections
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.
- 3Ask Notis to update an existing Chaser invoice only when the request identifies the invoice and clearly states the approved changes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real correction and verify the updated invoice in Chaser.
Questions about this workflow
Can this create an invoice if the record is missing?
No. The listed action updates an existing invoice. Have Notis report requests where the invoice cannot be confirmed.
What changes can the action make?
Its description mentions fields such as status, amounts, or dates. Use only changes explicitly present in the incoming request and approved for the invoice.
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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