Reconcile invoice records on a steady schedule
Replace a manual end-of-day check with a scheduled pass over the invoice data AnyDB provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Invoices
Creates or updates up to 100 invoices, matching existing records by invoice ID.
Why this helps
A busy day can leave changed due dates or amounts unnoticed, creating uncertainty about which system has the latest invoice details.
- Review invoice records on a consistent cadence.
- Update matching invoices by invoice ID and create missing ones.
- Get a run report that helps surface records needing attention.
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 review the invoice records supplied by AnyDB and bulk upsert them in Chaser by invoice ID.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real invoice record and check the corresponding Chaser invoice.
Questions about this workflow
Does this compare a historical baseline?
Only if AnyDB supplies the prior values or you provide a baseline. Otherwise, Notis can use the current records returned during the run.
What happens when an invoice ID already exists?
Chaser's bulk upsert updates a matching invoice or creates one when no match is found.
Can it run without a schedule?
This workflow is configured with a recurring Notis schedule because AnyDB provides no native trigger event in this package.
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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