Update Chaser invoices from Todoist
Keep invoice statuses, dates, and amounts aligned with confirmed task instructions.
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
Invoice changes are often applied in one system while the other still shows outdated information.
- Apply confirmed invoice changes faster
- Keep status and dates current
- Reduce duplicate billing administration
Setup
Build it in a few focused steps.
- 1Connect Todoist and Chaser in Notis once.
- 2Create an automation that updates an existing Chaser invoice only when the task includes its identifier and confirmed changes.
- 3Choose Todoist New Task Created as the trigger.
- 4Select a report channel for the run summary.
- 5Test with one real invoice update task.
Questions about this workflow
Which invoice fields can change?
The action can modify supported fields such as status, amounts, or dates when supplied.
Does the invoice need to exist?
Yes. Confirm the invoice exists before asking Notis to update it.
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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