Create Chaser invoices from ClickUp tasks
Move approved billing work from ClickUp into Chaser without retyping invoice details.
Trigger
Task Created
Triggers when a new task is created in the configured Workspace.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Invoice creation waits on someone to copy amounts, dates, and customer details between systems.
- Shorten billing handoffs
- Reduce transcription mistakes
- Keep invoice creation tied to approved work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Chaser in Notis once.
- 2Create an automation instructing Notis to create an invoice only when a ClickUp task contains approved customer, amount, and date details.
- 3Pick the ClickUp Task Created trigger.
- 4Choose where run reports go and test with one approved billing task.
Questions about this workflow
Does this create an invoice for every new task?
No. Tell Notis to require the approval wording and complete billing details before creating one.
What if the customer is not in Chaser?
Ask Notis to report the missing customer and stop instead of creating an incomplete invoice.
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.
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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
List Created
Triggers when a new List is created.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
List Deleted
Triggers when a List is deleted.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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