Correct Chaser invoice dates from Todoist
Keep invoice dates accurate when a correction is confirmed in a task.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Date errors create downstream confusion when corrections are recorded but not applied to the invoice.
- Apply date corrections quickly
- Reduce billing record discrepancies
- Keep correction evidence in the task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation that updates the specified Chaser invoice date when a new task confirms the invoice identifier and corrected date.
- 3Choose Todoist New Task Created as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one approved date correction task.
Questions about this workflow
What must be included?
The task needs the Chaser invoice identifier and the approved replacement date.
Can it update dates without confirmation?
It should act only when the task clearly confirms the correction.
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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