Create Chaser invoices from WhatsApp billing requests
Move from a confirmed request to a ready invoice record with less context switching.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Invoice requests wait in chat queues while billing teams reconstruct the details later.
- Shorten the time from request to invoice
- Keep request context available
- Reduce missed billing tasks
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Chaser in Notis once.
- 2Create an automation named WhatsApp invoice request.
- 3Tell Notis to verify the customer, gather confirmed invoice details, and create the Chaser invoice only when required information is present.
- 4Pick the TimelinesAI New WhatsApp Message Received trigger and choose a report channel.
- 5Test with one real invoice request.
Questions about this workflow
What if the customer is not in Chaser?
Ask Notis to report the missing customer and stop before creating an invoice.
Can Notis infer missing prices?
No. Require the amount and other invoice details in the message or provide them in your instruction.
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
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