Create Chaser invoices from files in Box
Drop an invoice into Box and let Notis prepare its Chaser record from the document details.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Rekeying invoice details from files into Chaser takes focus away from customer work and creates room for mistakes.
- Reduce manual entry between Box and Chaser.
- Keep invoice setup tied to the source document.
- Have Notis check for an existing customer before creating the invoice.
Setup
Build it in a few focused steps.
- 1Connect Box and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to read new invoice files in the selected Box folder, confirm the customer exists in Chaser, and create an invoice using details present in the file.
- 4Pick the Box New File Added to Folder trigger and choose where run reports go.
- 5Test with one real invoice file and review the run report.
Questions about this workflow
What invoice details can Notis use?
Notis can use details it can read from the file, such as the customer, invoice number, amount, and dates. Confirm that the source document contains the information you need.
What happens if the customer is missing in Chaser?
This workflow is set to create the invoice only after confirming the customer exists. Review the run report if the customer cannot be matched.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Chaser. A trigger fires from one place; an action lands in another.
Box triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Box and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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