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Chaser

Reference

30 actions for Chaser workflows.

01. Operations

Act on Chaser from a workflow

Operations are the actions a workflow can take in Chaser, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Contact Persons

6 operations
Action

Bulk Upsert Contact Persons

CHASER_UPSERT_CONTACT_PERSONS

Tool to bulk insert or update contact persons for a customer.

2 input
Action

Create Contact Person

CHASER_CREATE_CONTACT_PERSON

Tool to create a new contact person for a customer in Chaser.

8 input
Action

Delete Contact Person

CHASER_DELETE_CONTACT_PERSON

Tool to delete a contact person from a customer record in Chaser.

2 input
Action

Get Contact Person by ID

CHASER_GET_CONTACT_PERSON

Tool to get a specific contact person by ID for a customer.

2 input
Action

List Contact Persons

CHASER_LIST_CONTACT_PERSONS

Tool to retrieve contact persons for a specific customer.

1 input
Action

Update Contact Person

CHASER_UPDATE_CONTACT_PERSON

Tool to update a contact person for a customer in Chaser.

9 input

Credit Notes

5 operations
Action

Bulk Upsert Credit Notes

CHASER_UPSERT_CREDIT_NOTES_BULK

Tool to bulk upsert up to 100 credit notes in a single request.

1 input
Action

Create Credit Note

CHASER_POST_CREDIT_NOTE

Creates a new credit note record in Chaser for tracking customer credits.

8 input
Action

Get Credit Note by ID

CHASER_GET_CREDIT_NOTE_BY_ID

Retrieve detailed information for a specific credit note by its ID.

1 input
Action

Get Credit Notes

CHASER_GET_CREDIT_NOTES

Retrieves a list of credit notes from Chaser.

4 input
Action

Update Credit Note

CHASER_PUT_CREDIT_NOTE

Update an existing credit note in Chaser.

8 input

Customers

5 operations
Action

Bulk Upsert Customers

CHASER_UPSERT_BULK_CUSTOMERS

Tool to bulk upsert up to 100 customers in a single operation.

1 input
Action

Create Customer

CHASER_POST_CUSTOMER

Tool to create a new customer record in Chaser.

10 input
Action

Get Customer by ID

CHASER_GET_CUSTOMER_BY_ID

Retrieve detailed information for a specific customer by their Chaser customer ID.

1 input
Action

Get Customers

CHASER_GET_CUSTOMERS

Tool to retrieve a list of all customers associated with the organization.

Action

Update Customer

CHASER_PUT_CUSTOMER

Tool to update an existing customer's information using their unique Chaser customer ID.

8 input

Invoices

6 operations
Action

Bulk Upsert Invoices

CHASER_UPSERT_INVOICES

Tool to bulk upsert up to 100 invoices in a single request.

1 input
Action

Create Invoice

CHASER_CREATE_INVOICE

Tool to create a new invoice record in the organization.

12 input
Action

Get Invoice by ID

CHASER_GET_INVOICE

Tool to retrieve detailed information for a specific invoice by its ID.

1 input
Action

List Invoices

CHASER_LIST_INVOICES

Tool to retrieve invoices with pagination and filtering.

14 input
Action

Update Invoice

CHASER_PUT_INVOICE

Update an existing invoice in Chaser by its internal ID.

13 input
Action

Upload Invoice PDF

CHASER_UPLOAD_INVOICE_PDF

Upload a PDF file to an existing invoice in Chaser.

2 input

Organization

2 operations
Action

Get Current Organisation

CHASER_GET_CURRENT_ORGANISATION

Tool to retrieve information about the current organisation associated with the API credentials.

Action

Get Organization

CHASER_GET_ORGANIZATION

Tool to retrieve information about the connected organizations.

Overpayments

5 operations
Action

Bulk Upsert Overpayments

CHASER_UPSERT_OVERPAYMENTS_BULK

Tool to bulk upsert up to 100 overpayments in Chaser, matching by overpaymentid.

1 input
Action

Create Overpayment

CHASER_CREATE_OVERPAYMENT

Creates a new overpayment record in Chaser for tracking customer overpayments.

7 input
Action

Get Overpayment

CHASER_GET_OVERPAYMENT

Retrieve detailed information for a specific overpayment by its ID.

1 input
Action

List Overpayments

CHASER_LIST_OVERPAYMENTS

Tool to retrieve overpayments from Chaser with pagination and filtering.

8 input
Action

Update Overpayment

CHASER_UPDATE_OVERPAYMENT

Tool to update an overpayment record in Chaser.

8 input

System

1 operation
Action

Get Status

CHASER_GET_STATUS

Tool to check the status of the Chaser API.

What now

Use Chaser in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.