Create Chaser invoices from sales handoffs
Move an approved sales handoff into billing with one clear automation.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Revenue operations slow down when a completed handoff still needs manual invoice entry.
- Shorten the sales to billing handoff
- Preserve approved details
- Reduce invoice preparation effort
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation that creates a Chaser invoice only when a sales handoff task confirms billing approval and includes required details.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one approved handoff task.
Questions about this workflow
Does this create invoices from every sales task?
Only tasks that explicitly confirm billing approval and provide sufficient details should create an invoice.
Must the customer already exist?
Yes. Ensure the customer exists in Chaser first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Chaser. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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