Keep a Chaser invoice aligned with deal changes
When a deal changes stage, have Notis update the identified Chaser invoice with the specific confirmed changes you describe.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A deal can change after an invoice is created, leaving invoice status or dates in need of a deliberate update.
- Use a deal stage change to prompt a reviewable invoice update.
- Reduce missed follow-through when billing plans change.
- Specify the invoice identifier and changes in plain language.
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 which deal stage changes should update a Chaser invoice, and provide the invoice identifier and exact confirmed changes.
- 4Choose the HubSpot Deal Stage Updated trigger and select where run reports should go.
- 5Test with one real deal whose Chaser invoice exists and review the report.
Questions about this workflow
Can a stage update identify the right invoice by itself?
The update action requires an existing invoice identifier. Include a reliable identifier in the data available to Notis or in your instruction.
What invoice changes can the workflow make?
The action can update invoice information such as status, amounts, or dates. Specify the exact confirmed changes in your instruction.
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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