Update Chaser invoices from payment confirmations
Keep invoice status aligned with the payment confirmations your team receives.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Payment confirmations arrive in forms but invoice records stay open until someone updates them.
- Keeps receivables status current
- Reduces follow-up confusion
- Surfaces unmatched invoices quickly
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chaser once in the Notis portal.
- 2Create an automation that verifies the submitted invoice identifier and payment evidence, then updates the matching Chaser invoice status.
- 3Pick the Typeform New Form Response trigger.
- 4Choose a report channel for completed updates and exceptions.
- 5Test with one real payment confirmation.
Questions about this workflow
What if the invoice id is missing?
Tell Notis to report the response for manual review instead of guessing an invoice.
Can it update amounts too?
Yes, if your prompt authorizes amount updates and the form provides the required evidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Chaser. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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