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Notis

Update Chaser invoices from ClickUp comments

Capture billing decisions where they happen and apply them to the related Chaser invoice.

Trigger

Task Comment Posted

Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).

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

Important invoice decisions hide in comments and never reach the finance record.

  • Surface decisions from comments
  • Reduce manual finance follow-up
  • Keep invoice records aligned with team context

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Chaser in Notis once.
  • 2Create an automation instructing Notis to update the referenced invoice only when a comment contains a clear billing change.
  • 3Pick the ClickUp Task Comment Posted trigger.
  • 4Choose a report channel and test with one real billing comment.

Questions about this workflow

Will every comment change an invoice?

No. Tell Notis to act only when the comment contains an explicit billing instruction and invoice reference.

Can it request review first?

Yes. Instruct Notis to report ambiguous comments instead of making an update.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Clickup triggers

Chaser actions

Recurring trigger

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

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

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.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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