Create a Chaser invoice when a HubSpot deal is won
Move a deal to your won stage and have Notis prepare its invoice in Chaser from the details you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Won deals can sit in the CRM while someone still has to remember to create the first invoice.
- Reduce the handoff from closing a deal to creating its invoice.
- Use the deal stage change as a clear starting point for billing.
- Keep invoice creation details and run reports in one workflow.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Chaser invoice when a deal reaches your won stage, naming the customer identifier, amount, and invoice terms to use.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal that has a matching Chaser customer and complete billing details.
Questions about this workflow
Will this create an invoice for every stage change?
Specify in your instruction that the invoice should be created only when the deal reaches the intended won stage.
What details are needed to create the invoice?
Provide enough information to identify the Chaser customer and specify the invoice amount and terms. HubSpot must return those details or your instruction must supply them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Chaser. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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