Prepare Chaser invoices from new Salesforce opportunities
Give billing a head start when a newly created opportunity already has the customer and invoice details needed.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Sales can hand off an opportunity without a clear next step for preparing its invoice, leaving billing to reconstruct the context.
- Reduce duplicate entry between sales and billing.
- Surface opportunities that are ready for invoice preparation.
- Keep invoice creation tied to a real Salesforce event.
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 create a Chaser invoice for a new opportunity only when a matching customer and required invoice details are available.
- 4Choose the New or Updated Opportunity trigger and a report destination.
- 5Test with one real opportunity and review the result before relying on it.
Questions about this workflow
Does a new opportunity always contain enough information for an invoice?
No. The workflow should create an invoice only when the necessary customer and invoice details are present. Supply any missing billing rules in the prompt.
Does Chaser create the customer automatically as part of this action?
The Create Invoice action is intended for use after ensuring the customer exists in Chaser. Make customer setup a prerequisite.
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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