Schedule Chaser invoice status updates
Keep invoice statuses aligned with your recurring finance review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Invoice status changes pile up when review notes are not carried into the billing system.
- Reduces stale invoice statuses
- Creates a repeatable finance checkpoint
- Reports items needing confirmation
Setup
Build it in a few focused steps.
- 1Connect Chaser once in Notis.
- 2Create the automation and describe the review source, invoice identifiers, and approved status changes.
- 3Choose a recurring schedule and report destination.
- 4Test with one real invoice review and verify the result.
Questions about this workflow
Does this decide statuses automatically?
Notis can apply the decisions and rules you provide, but unsupported status evidence must be supplied in the instruction.
What if an invoice is missing?
Tell Notis to report missing or ambiguous invoices for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Chaser. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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