Keep Chaser invoice status aligned with payment emails
When you send a payment confirmation, have Notis check the related invoice in Chaser and update its status when the match is clear.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 updates sent by email can be easy to forget in the system used to track outstanding invoices.
- Reduce the gap between customer communication and invoice records.
- Verify an invoice exists before changing its status.
- Keep a clear report of emails that need a human decision.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3In one instruction, ask Notis to review sent messages for payment confirmations, identify the invoice from the message, verify it exists, and update its status only when the match is unambiguous.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real sent payment confirmation and review the result.
Questions about this workflow
Does this workflow process every sent email as a payment?
No. The prompt should ask Notis to act only when a message clearly confirms payment and contains enough information to identify an invoice.
What happens if the invoice is unclear?
Have Notis leave the invoice unchanged and report the message for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Chaser. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Gmail and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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