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Notis

Turn campaign response signals into Chaser invoices

Let meaningful campaign engagement start the billing workflow you already trust.

Trigger

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

Action

Create Invoice

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

Why this helps

Strong campaign responses still require a manual handoff before invoicing can begin.

  • Reduce sales to billing handoff time
  • Apply a consistent qualification instruction
  • Avoid invoices for unqualified contacts

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Chaser once.
  • 2Create an automation that checks your campaign qualification criteria, confirms the Chaser customer, and creates the invoice.
  • 3Pick the Mailchimp Campaign Trigger.
  • 4Select a report channel and test with one qualifying campaign event.

Questions about this workflow

What qualifies a campaign event?

Specify the campaign event or engagement condition in plain language for Notis to evaluate.

What if the customer is missing?

Have Notis report the missing customer rather than creating an invoice without the required record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

TriggerInstant

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

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

TriggerInstant

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

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

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

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

Create Credit Note

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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