accounting · proposal-&-invoice-management · 0 triggers · 30 actions
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster. Add Chaser to your Stream Deck workflows with guided setup for the connection details it needs.
Add Chaser to a workflow and pair it with a Stream Deck button to run it in one press — handy for accounting tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Chaser.
Tool to bulk insert or update contact persons for a customer. Use when you need to create or update multiple contact persons in a single request (up to 100). Matching is done by external_id - existing contacts with the same external_id will be updated, new ones will be inserted.
Tool to bulk upsert up to 100 credit notes in a single request. Matches by credit_note_id (or id). Use when you need to create or update multiple credit notes efficiently in Chaser.
Tool to bulk upsert up to 100 customers in a single operation. Customers are matched by external_id (or id) for updates. Use when you need to create or update multiple customers efficiently.
Tool to bulk upsert up to 100 invoices in a single request. Invoices are matched by invoice_id for updates or created if not found. Use when you need to create or update multiple invoices efficiently.
Tool to bulk upsert up to 100 overpayments in Chaser, matching by overpayment_id. Use when you need to create or update multiple overpayment records in a single operation.
Tool to create a new contact person for a customer in Chaser. Requires customer_id and external_id. Use when adding additional contacts to an existing customer account.
Creates a new credit note record in Chaser for tracking customer credits. Credit notes represent amounts owed to customers and are used to reduce outstanding invoices. The customer must exist in Chaser before creating a credit note (use POST /customers first). Note: ACTIVE is not a valid status for creating credit notes via API. Valid statuses: SUBMITTED, AUTHORISED, PAID, VOIDED, DELETED.
Tool to create a new customer record in Chaser. Use after obtaining Basic Auth credentials.
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Chaser. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Chaser action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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