Carry revised invoice details from Box into Chaser
When an invoice document changes, have Notis check whether its Chaser record needs an update.
Trigger
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.
Action
Update Invoice
Tool to update an existing invoice's information using its unique identifier. use after confirming the invoice exists when you need to modify fields like status, amounts, or dates.
Why this helps
Revised invoice files can leave an older amount or date sitting in Chaser until someone compares both records.
- Catch invoice changes signaled by a new file version.
- Keep the source file and Chaser record aligned where details are clear.
- Update an existing invoice rather than create another record.
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 how to match the Box invoice to an existing Chaser invoice and which changed details it may update.
- 4Pick the Box New File Version Uploaded trigger and choose where run reports go.
- 5Test with one real revised invoice and inspect the invoice selected for update.
Questions about this workflow
Will every new version change the invoice?
Not necessarily. Instruct Notis to compare the available details and update only when a supported invoice field changed and the invoice match is clear.
What if there is no reliable invoice match?
The workflow should skip the update and report the uncertain match for review.
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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