Get invoice details ready for SEO retainer reviews
Before a recurring retainer review, have Notis retrieve the Chaser invoices you specify and summarize their payment and client details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
Retainer reviews take longer when invoice history and payment status have to be opened and checked one record at a time.
- Prepare invoice context before a scheduled review.
- Focus attention on the invoices you identify.
- Reduce repeated lookups during client billing checks.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which confirmed Chaser invoice IDs to retrieve and how to summarize their payment status and customer details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice and compare the summary with its Chaser record.
Questions about this workflow
Can this discover invoice IDs from Ahrefs?
No. Ahrefs does not provide Chaser invoice identifiers. Supply the invoice IDs or a reliable way to obtain them.
Does this change payment status?
No. It retrieves details for review. Updating an invoice would require a separate workflow and an explicit approved change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Chaser. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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