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Notis

Mark a Chaser invoice ready when Trello approval lands

A single Trello approval can move the matching invoice to its next billing stage.

Trigger

Card Updated Trigger

Triggered when a specific card is updated

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

Approved work sits in limbo while someone manually relays the decision to billing.

  • Reduce approval handoff delays
  • Keep invoice status accurate
  • Make the approval trail easy to review

Setup

Build it in a few focused steps.

  • 1Connect Trello and Chaser in the Notis portal.
  • 2Create an automation instructing Notis to recognize the approval update and change the matching Chaser invoice status.
  • 3Pick Trello Card Updated Trigger as the trigger.
  • 4Choose where reports go and test with one approved card.

Questions about this workflow

How is the related invoice found?

Include the Chaser invoice identifier in the card or describe the lookup information Notis should use.

Can it wait for explicit approval text?

Yes. Specify the exact approval wording or evidence required before the invoice is updated.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Chaser. A trigger fires from one place; an action lands in another.

Trello 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

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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