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Notis

Schedule recurring Chaser invoice hygiene

Give invoice maintenance a predictable place in your operating rhythm.

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

Small invoice corrections accumulate when no one owns regular maintenance.

  • Reduce stale invoice records
  • Create a repeatable maintenance cadence
  • Keep billing data cleaner

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and Chaser in Notis once.
  • 2Create an automation for recurring invoice maintenance.
  • 3Tell Notis which confirmed invoice updates to apply during each scheduled run.
  • 4Pick the Notis cron trigger and choose a report channel.
  • 5Test with one immediate run and review every proposed update.

Questions about this workflow

What instructions should the prompt include?

State the invoice scope and the confirmed status, amount, or date changes available for the run. Notis can report missing identifiers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Tasks to Chaser. A trigger fires from one place; an action lands in another.

Google Tasks triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

TriggerPolling

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.

ActionInstant

New Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

TriggerPolling

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.

ActionInstant

Task Details Changed

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

TriggerPolling

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Task List Changed

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

TriggerPolling

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

TriggerPolling

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

Google Tasks and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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