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30 available actions

What your AI agent can do in Chaser

Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • List Contact PersonsTool to retrieve contact persons for a specific customer.
  • Get Credit NotesRetrieves a list of credit notes from Chaser.
  • Create Contact PersonTool to create a new contact person for a customer in Chaser.
  • Create InvoiceTool to create a new invoice record in the organization.
  • Update CustomerTool to update an existing customer's information using their unique Chaser customer ID.
  • Update InvoiceUpdate an existing invoice in Chaser by its internal ID.

Browse all 30 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 13 actionsHide actions
  • Get Contact Person by IDTool to get a specific contact person by ID for a customer.
  • Get Credit Note by IDRetrieve detailed information for a specific credit note by its ID.
  • Get Credit NotesRetrieves a list of credit notes from Chaser.
  • Get Current OrganisationTool to retrieve information about the current organisation associated with the API credentials.
  • Get Customer by IDRetrieve detailed information for a specific customer by their Chaser customer ID.
  • Get CustomersTool to retrieve a list of all customers associated with the organization.
  • Get Invoice by IDTool to retrieve detailed information for a specific invoice by its ID.
  • Get OrganizationTool to retrieve information about the connected organizations.
  • Get OverpaymentRetrieve detailed information for a specific overpayment by its ID.
  • Get StatusTool to check the status of the Chaser API.
  • List Contact PersonsTool to retrieve contact persons for a specific customer.
  • List InvoicesTool to retrieve invoices with pagination and filtering.
  • List OverpaymentsTool to retrieve overpayments from Chaser with pagination and filtering.
Create & communicateCreate records or send supported messagesView 6 actionsHide actions
  • Create Contact PersonTool to create a new contact person for a customer in Chaser.
  • Create InvoiceTool to create a new invoice record in the organization.
  • Create OverpaymentCreates a new overpayment record in Chaser for tracking customer overpayments.
  • Create Credit NoteCreates a new credit note record in Chaser for tracking customer credits.
  • Create CustomerTool to create a new customer record in Chaser.
  • Upload Invoice PDFUpload a PDF file to an existing invoice in Chaser.
Update & manageChange and manage existing recordsView 5 actionsHide actions
  • Update Credit NoteUpdate an existing credit note in Chaser.
  • Update CustomerTool to update an existing customer's information using their unique Chaser customer ID.
  • Update InvoiceUpdate an existing invoice in Chaser by its internal ID.
  • Update Contact PersonTool to update a contact person for a customer in Chaser.
  • Update OverpaymentTool to update an overpayment record in Chaser.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete Contact PersonTool to delete a contact person from a customer record in Chaser.
Other actionsSpecialist and administrative actions.View 5 actionsHide actions
  • Bulk Upsert CustomersTool to bulk upsert up to 100 customers in a single operation.
  • Bulk Upsert Contact PersonsTool to bulk insert or update contact persons for a customer.
  • Bulk Upsert Credit NotesTool to bulk upsert up to 100 credit notes in a single request.
  • Bulk Upsert InvoicesTool to bulk upsert up to 100 invoices in a single request.
  • Bulk Upsert OverpaymentsTool to bulk upsert up to 100 overpayments in Chaser, matching by overpayment_id.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Chaser

How does the agent connect to Chaser?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Chaser?
The page above lists the 30 actions currently available through the Chaser connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Chaser included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Chaser is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Chaser to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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