Move a verified billing handoff into Chaser
Once a billing request is confirmed, send its details through a webhook and create the invoice for the existing Chaser customer.
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
Confirmed billing requests can wait in a handoff queue while founders switch between campaign operations and finance work.
- Turn a confirmed request into a Chaser invoice.
- Keep invoice creation tied to the supplied handoff details.
- Reduce delay between customer work and billing.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Chaser once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Chaser invoice for the existing customer using the confirmed invoice details in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real confirmed handoff and review the invoice.
Questions about this workflow
How is this different from a campaign conversion handoff?
This workflow assumes the webhook represents an already confirmed billing request, rather than a campaign conversion that may still need qualification.
Does it create a customer when needed?
No. The customer must exist in Chaser before invoice creation.
What details must the webhook carry?
Supply the invoice and customer details needed to create the record. Notis cannot infer missing amounts, dates, or line items.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chaser. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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