Update invoice status after a Salesforce follow-up task
Close the loop between a completed sales follow-up and the invoice status that finance relies on.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 payment or billing resolution can be recorded in Salesforce while the invoice status remains stale in Chaser.
- Bring invoice status review into an existing task completion event.
- Reduce stale status records after customer follow-up.
- Keep the invoice update tied to a confirmed invoice identifier.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Chaser once in the Notis portal.
- 2Create an automation with a name and plain language prompt.
- 3Tell Notis to inspect completed task context and update a Chaser invoice only when the task provides a confirmed invoice identifier and a supported status change.
- 4Choose the Task Created or Completed trigger and set a report destination.
- 5Test with one completed task that refers to a known invoice and review the report.
Questions about this workflow
Will completion of any task change an invoice?
No. Instruct Notis to update an invoice only when the task content supports a specific change and identifies the invoice.
Can it determine whether an invoice was paid?
Only if that information is present in the Salesforce task or another available source. The workflow cannot infer a payment that was not recorded.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Chaser. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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