Update a known invoice with current source details
Give a particular invoice a reliable refresh using its confirmed identifier and the latest data AnyDB provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Invoice
Updates an existing invoice, including its status, amounts, dates, payments, or customer.
Why this helps
A single invoice can carry outdated amounts, due dates, or status when a correction never makes it into the collections workspace.
- Retrieve a specific invoice before attempting an update.
- Apply source-provided corrections to a known record.
- Use reports to catch missing identifiers or unsupported changes.
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 retrieve the invoice by its supplied ID, confirm it exists, and update only the fields provided by AnyDB.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real invoice and confirm the intended fields changed.
Questions about this workflow
What if the invoice is not found?
Have Notis stop and report the missing invoice instead of attempting an update.
Which identifier is used?
Use the identifier accepted by the Chaser invoice lookup and update actions, and verify it against a real record during setup.
Will omitted fields be overwritten?
Tell Notis to update only values supplied by AnyDB. Do not infer or invent missing values.
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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