Keep Chaser invoices aligned with payment plans
When a customer agrees to a plan, make the invoice record reflect the next step.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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
Payment plans often live in meeting summaries while the invoice remains unchanged.
- Records payment plan decisions promptly
- Reduces missed installment follow-ups
- Gives finance and customer teams shared context
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Chaser in Notis.
- 2Create an automation instructing Notis to identify confirmed payment plan terms and update the related invoice.
- 3Choose the Fireflies transcription completion trigger.
- 4Choose the destination for run reports.
- 5Test with one transcript containing a confirmed plan.
Questions about this workflow
Can one invoice have multiple installments?
Tell Notis which plan detail Chaser can store and ask it to flag plans needing fields that are unavailable.
What happens when the plan is only tentative?
Instruct Notis to leave the invoice unchanged and send a review report for tentative agreements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Chaser. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Fireflies and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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