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Notis

Keep disputed invoices accurate from WhatsApp

Make billing disputes visible in Chaser before the next reminder goes out.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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 dispute can sit in a chat while the invoice remains marked for collection.

  • Pause the wrong collection action
  • Preserve dispute context in the invoice record
  • Reduce duplicate investigation

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Chaser in Notis once.
  • 2Create an automation named WhatsApp dispute status sync.
  • 3Tell Notis to identify billing disputes and update the matching Chaser invoice status with a concise reason.
  • 4Pick the TimelinesAI New WhatsApp Message Received trigger and choose a report channel.
  • 5Test with one real dispute conversation.

Questions about this workflow

Will every complaint change an invoice?

Instruct Notis to update only messages that clearly describe a dispute tied to an identifiable invoice.

Can the reason include the customer wording?

Yes, ask Notis to summarize the reason while avoiding unnecessary personal details.

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.

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

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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