Bring invoice follow-up candidates into view
Have Notis gather invoices and source context so you can quickly see which items need a human decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Finding which invoices deserve attention takes time when current invoice status and internal account context live in different places.
- Retrieve invoices with Chaser's available filters.
- Combine returned details with source context when AnyDB provides it.
- Keep the workflow focused on triage and review.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list the invoices that meet your stated review criteria, consult available AnyDB context, and report the items needing attention without changing them.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real invoice and confirm that its status and source context are represented accurately.
Questions about this workflow
Can it know whether an invoice is overdue?
Use Chaser's returned invoice fields and filters where available. Any missing due date or payment status must be supplied by the apps.
Does this send payment reminders?
No. The listed actions cover retrieving and managing records, not sending a reminder message.
Can Notis use an internal priority baseline?
Yes, if you state the criteria or AnyDB supplies the necessary context. Notis should not assume a priority rule that was not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Chaser. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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