Create Chaser invoices from approved Jira work
Move approved billable work into invoicing by describing the invoice details in a Jira issue and letting Notis create the Chaser record.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Billable work can sit in Jira while someone remembers to recreate it as an invoice, adding context switching and delaying billing.
- Create an invoice record from a new Jira issue with the required details.
- Keep the billing handoff close to the work that prompted it.
- Reduce manual re-entry when the Chaser customer already exists.
Setup
Build it in a few focused steps.
- 1Connect Jira and Chaser once in the Notis portal.
- 2Create an automation and describe that approved billable work in a new Jira issue should create a Chaser invoice when the issue includes the existing customer and invoice details.
- 3Pick the Jira New Issue trigger and choose where run reports should go.
- 4Test with one real issue that contains complete invoice details and an existing Chaser customer.
Questions about this workflow
Does this create a Chaser customer if one does not exist?
No. Chaser's Create Invoice action expects the customer to exist. Create that customer in Chaser first, or use a separate customer creation workflow.
What information does the Jira issue need?
Include the existing Chaser customer reference and the invoice details needed for the record. The workflow cannot supply details that Jira does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Chaser. A trigger fires from one place; an action lands in another.
Jira 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 Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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 Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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