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Chaser

chaser

Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.

AccountingProposal & Invoice ManagementWeb del proveedor
Acciones
9
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (9)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create InvoiceCHASER_CREATE_INVOICEAcción

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

Parámetros de entrada

  • datestringObligatoriodate-time

    Date the invoice was issued (ISO 8601)

  • totalnumberObligatorio

    Total amount of the invoice

  • statusstringObligatorioenum

    Status of the invoice

    DRAFTSUBMITTEDAUTHORISEDPAIDVOIDEDDELETED
  • due_datestringObligatoriodate-time

    Date payment is due (ISO 8601)

  • sub_totalnumber

    Sub-total amount of the invoice

  • amount_duenumberObligatorio

    Amount left to pay on the invoice

  • invoice_idstringObligatorio

    External unique identifier for the invoice

  • amount_paidnumberObligatorio

    Amount paid on the invoice

  • currency_codestringObligatorio

    ISO 4217 currency code, 3 uppercase letters

  • invoice_numberstringObligatorio

    Invoice reference number (not necessarily unique)

  • fully_paid_datestringdate-time

    Date the invoice was fully paid (ISO 8601), if applicable

  • customer_external_idstringObligatorio

    External ID of the associated customer

Parámetros de salida

  • urlstringObligatorio

    URL of the newly created resource

  • dataobjectObligatorio

    Detailed information of the created invoice

  • errorstring

    Error if any occurred during the execution of the action

  • objectstringObligatorio

    Type of the returned object

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Credit NotesCHASER_GET_CREDIT_NOTESAcción

Tool to retrieve a list of credit notes. use after authenticating this detail.

Parámetros de entrada

  • statusstringenum

    Filter by credit note status.

    ACTIVESUBMITTEDAUTHORISEDPAIDVOIDEDDELETED
  • date_toanydate

    Filter to credit notes issued on or before this date (YYYY-MM-DD).

  • date_fromanydate

    Filter to credit notes issued on or after this date (YYYY-MM-DD).

  • customer_external_idstring

    Filter by the external ID of the customer associated with the credit note.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Customer by IDCHASER_GET_CUSTOMER_BY_IDAcción

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.

Parámetros de entrada

  • external_idstringObligatorio

    The unique external (source system) ID of the customer.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get CustomersCHASER_GET_CUSTOMERSAcción

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.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get OrganizationCHASER_GET_ORGANIZATIONAcción

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • urlstringObligatorio

    Requested endpoint URL.

  • dataobject[]Obligatorio

    Array of organization records.

  • errorstring

    Error if any occurred during the execution of the action

  • objectstringObligatorio

    Response object type, e.g. 'list'.

  • page_sizeintegerObligatorio

    Number of items returned on this page.

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

  • page_numberintegerObligatorio

    Current page index (zero-based).

Create Credit NoteCHASER_POST_CREDIT_NOTEAcción

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

Parámetros de entrada

  • dateanyObligatoriodate-time

    ISO 8601 timestamp when the credit note was issued.

  • totalnumberObligatorio

    Total amount of the credit note.

  • statusstringenum

    Status of the credit note. Defaults to ACTIVE.

    ACTIVESUBMITTEDAUTHORISEDPAIDVOIDEDDELETED
  • currency_codeanyObligatorio

    Three-letter ISO currency code of the credit note.

  • credit_note_idstringObligatorio

    Unique identifier for the credit note.

  • remaining_creditnumberObligatorio

    Unallocated credit amount remaining on the credit note.

  • credit_note_numberstringObligatorio

    Reference number assigned to the credit note.

  • customer_external_idstringObligatorio

    External identifier of the customer linked to this credit note.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create CustomerCHASER_POST_CUSTOMERAcción

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

Parámetros de entrada

  • groupsobject[]

    List of customer group objects

  • statusstringenum

    Customer visibility status (ACTIVE or ARCHIVED)

    ACTIVEARCHIVED
  • addressesobject[]

    List of addresses to display on statements

  • external_idstringObligatorio

    Unique external (source system) ID for the customer

  • company_namestringObligatorio

    Name of the company for display in Chaser

  • phone_numberstring

    Main phone number

  • mobile_numberstring

    Mobile number (include country code)

  • contact_last_namestring

    Contact person's last name

  • contact_first_namestring

    Contact person's first name

  • contact_email_addressstringemail

    Email address to receive Chaser reminders

Parámetros de salida

  • urlstringObligatorio

    URL of the created resource

  • dataobjectObligatorio

    Created customer details

  • errorstring

    Error if any occurred during the execution of the action

  • objectstringObligatorio

    Response object type

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update CustomerCHASER_PUT_CUSTOMERAcción

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."

Parámetros de entrada

  • statusstringenum

    Customer status; either 'ACTIVE' or 'ARCHIVED'

    ACTIVEARCHIVED
  • externalIDstringObligatorio

    The unique external identifier of the customer to update

  • companyNamestring

    Name of the company associated with the customer

  • phoneNumberstring

    The phone number of the customer

  • mobileNumberstring

    Mobile number including country code (e.g., +447261928377)

  • contactLastNamestring

    Last name of the primary contact

  • contactFirstNamestring

    First name of the primary contact

  • contactEmailAddressstring

    Email address of the primary contact

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update InvoiceCHASER_PUT_INVOICEAcción

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.

Parámetros de entrada

  • datestring

    Invoice issue date in ISO 8601 format

  • totalnumber

    Total invoice amount

  • statusstringenum

    Invoice status

    DRAFTSUBMITTEDAUTHORISEDPAIDVOIDEDDELETED
  • due_datestring

    Payment due date in ISO 8601 format

  • paymentsobject[]

    List of payments applied to the invoice

  • sub_totalnumber

    Subtotal before tax

  • amount_duenumber

    Remaining balance due

  • invoice_idstringObligatorio

    Unique identifier of the invoice to update

  • amount_paidnumber

    Total amount paid

  • currency_codestring

    ISO-4217 currency code, e.g., 'USD'

  • invoice_numberstring

    Reference number assigned to the invoice

  • fully_paid_datestring

    Date the invoice was fully paid in ISO 8601 format

  • customer_external_idstring

    External ID of the customer to associate

Parámetros de salida

  • urlstringObligatorio
  • dataobjectObligatorio
  • errorstring

    Error if any occurred during the execution of the action

  • objectstringObligatorio
  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not