Review the details of selected Chaser invoices
Ask Notis to bring invoice status and customer context into your recurring finance check, using invoice IDs you provide.
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
Finding the full context for a particular invoice can slow down follow-up when campaign and billing tasks compete for attention.
- Retrieve full details for invoices selected by ID.
- Review payment status with associated customer information.
- Keep recurring invoice follow-up focused on known records.
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 retrieve the Chaser invoice details for the invoice IDs you provide and summarize payment status.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice ID and verify the returned details.
Questions about this workflow
Can this find invoices without invoice IDs?
This action retrieves a specific invoice by ID. Provide the identifiers in your instruction or an available source.
Does AimTell supply the invoice IDs?
The described AimTell platform context does not establish that it supplies Chaser invoice IDs. Provide them as part of the workflow context.
Can this update invoice status?
No. This workflow retrieves invoice details for review and does not make changes.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.