Create a Chaser invoice from a new cloud recording
Turn completed recorded sessions into a billing task while context is fresh.
Trigger
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Action
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Why this helps
Recorded work can be delivered without a corresponding invoice being created.
- Reduce billing lag
- Capture delivery evidence
- Keep invoice creation consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Chaser in Notis once.
- 2Create an automation named Cloud Recording Invoice.
- 3Tell Notis to create an invoice for the confirmed customer using the supplied amount, currency, dates, and description.
- 4Pick New Cloud Recording as the trigger, choose a report channel, and test with one recording.
Questions about this workflow
Are invoice amounts inferred automatically?
Only if you provide a rule or source value. Otherwise Notis reports the missing amount before creating the invoice.
Can it avoid duplicate invoices?
Tell Notis to search existing invoices for the recording reference before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Chaser. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
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.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
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.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
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.
Zoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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