Update Chaser invoice status from Fireflies transcripts
Finish payment conversations with an invoice record that reflects what was agreed.
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 promises get buried in meeting notes, leaving invoice records stale and follow-ups unclear.
- Keeps invoice records aligned with customer commitments
- Reduces manual transcript review
- Makes follow-up decisions easier to spot
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Chaser in the Notis portal.
- 2Create a new automation and tell Notis to find payment commitments in each completed transcript and update the matching Chaser invoice.
- 3Pick the Fireflies Transcription Complete trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real payment conversation.
Questions about this workflow
How does Notis know which invoice to update?
Tell Notis how your transcripts identify invoices, such as an invoice number or customer reference. If the transcript lacks a reliable identifier, Notis should report that it needs clarification.
Can this change an invoice without a confirmed decision?
Your instruction can require explicit payment decisions or dates before Notis updates an invoice, and otherwise ask for review.
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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