Review receivables with Chaser and Airtable
Get a focused receivables review before the day gets busy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Receivables reviews become mentally expensive when information is scattered and unfiltered.
- Surfaces the records needing attention
- Reduces context switching
- Creates a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Chaser and Airtable once in the Notis portal.
- 2Create an automation for a recurring receivables review.
- 3Tell Notis to read the Airtable invoice table, check relevant Chaser payment details, and report records needing attention.
- 4Choose the notis_cron trigger and set the cadence.
- 5Choose a report channel and test with one review run.
Questions about this workflow
Does this workflow change records?
No. It reads Airtable records and reports findings unless you explicitly add an update instruction.
Can the review focus on high-value invoices?
Yes. Include the amount threshold or other available criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Airtable. A trigger fires from one place; an action lands in another.
Chaser triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Chaser and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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