Keep overdue invoice statuses maintained
Make recurring invoice status maintenance a predictable part of the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Overdue records drift when status updates depend on someone remembering a manual review.
- Create a dependable review rhythm
- Reduce stale invoice statuses
- Make exception cases easier to spot
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create an automation named Weekly overdue invoice maintenance.
- 3Tell Notis which invoices or status rules to review and when an update is justified by the available data.
- 4Choose a Notis cron trigger and choose a report channel.
- 5Test with one real scheduled run.
Questions about this workflow
Can it update every overdue invoice?
Only if your instruction defines that scope and the available records support the change.
Will it invent payment information?
No, it can only use data returned by Chaser or evidence you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Chaser. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
Timelinesai and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.