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Notis

Hand off invoice follow-ups without losing context

Put the invoice context, next step, and responsible teammate into one Slack handoff message.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Post message to channel

Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.

Why this helps

Collections work gets delayed when a handoff leaves out the history or makes ownership unclear.

  • Make the next owner clear in the handoff.
  • Keep relevant context with the follow-up request.
  • Reduce time spent reconstructing why an invoice needs attention.

Setup

Build it in a few focused steps.

  • 1Connect Chaser and Slack once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the outcome: when I start this workflow, post a Slack handoff with the Chaser invoice context, next step, and owner I provide.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one real example and confirm the handoff names the right next step and owner.

Questions about this workflow

Can the workflow choose an owner automatically?

Provide the intended owner in the information available to the workflow. The listed Slack action does not assign invoice ownership in Chaser.

Does this update Chaser?

No. It posts the handoff in Slack.

What starts the workflow?

A Notis webhook starts it when you initiate the handoff.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Chaser to Slack. A trigger fires from one place; an action lands in another.

Chaser triggers

Slack actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add a custom emoji to a Slack team

Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

Add a remote file

Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

Add reaction to message

Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.

ActionInstant

Connect any two apps with Notis in the middle.

Chaser and Slack, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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