Chaser WhatsApp Integration: Customers & Invoices

What you can ask Flann to do in Chaser

Type it or say it in a voice note. Flann works out which Chaser action you mean.

FlannWhatsApp

“Show me my invoices in Chaser.”
“Show me my customers in Chaser.”
“Show me my credit notes in Chaser.”
“Create an invoice in Chaser.”
“Create a customer in Chaser.”
“Create a credit note in Chaser.”

What Flann can work with in Chaser

Chaser gives Flann 30 actions across 8 kinds of record. These are the ones you are most likely to use.

Record	What Flann can do	Actions
Credit notes	look upcreateupdate	4
Customers	look upcreateupdate	4
Invoices	createlook upupdate	4
Contact persons	createdeletelook upupdate	5
Overpayments	createlook upupdate	4

Here is what changes when Chaser goes through Flann instead of its own screens.

Compare	In Chaser yourselfYou click through each job	Flann on ChaserYou ask, Flann does the clicking
Asking for something	Log in and click through the screens	Text or voice note, in your own words
Looking things up about customers	By hand, screen by screen	13 look-ups, answered straight away
Creating and updating	Typed in by hand	17 changes, made from a message
Chaser records	All of them, one screen at a time	8 kinds, from one chat
Set-up	Nothing new to set up	Your Chaser API key, once

YesPartlyNo

Step by step: Chaser jobs you can hand to Flann

What happens between your message and the result in Chaser.

Change

Create a customer from a voice note

You message Flann on WhatsApp: “Create a customer in Chaser with these details.”
Flann runs Get Customer by ID in Chaser and shows you what it found.
Flann runs Create Customer in Chaser.
Flann creates it in Chaser and confirms in the chat.

Change

Fix an invoice without opening Chaser

You message Flann on WhatsApp: “Change the invoice in Chaser: here is what is different.”
Flann runs List Invoices in Chaser and shows you what it found.
Flann runs Update Invoice in Chaser.
Flann makes the change in Chaser and confirms in the chat.

Look-up

Get answers about your credit notes

You message Flann on WhatsApp: “What is the latest on our credit notes in Chaser?”
Flann runs Get Credit Note by ID and Get Credit Notes in Chaser and shows you what it found.
Nothing in Chaser is changed: these are look-ups, so they run straight away.

The Chaser jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Friday round of overdue reminders

Today

Every Friday you open Chaser, filter the overdue invoices and write a chaser to each customer by hand. The tone drifts with your mood.

With Flann

“Who is overdue in Chaser? Draft reminders, firmer for anyone more than a month late.”

Flann pulls the overdue list from Chaser, sorts it by age and drafts a reminder for each customer, gentle for recent ones and firmer for the long-standing ones. One card per customer.

What you stop doing: You stop writing the same awkward chaser every week.

Matching payments to invoices

Today

Bank lines arrive in Chaser with vague references, and you match them against open invoices one at a time. A single partial payment can unravel the whole session.

With Flann

“Match this week’s bank payments to invoices in Chaser and flag anything that does not fit.”

Using amounts, names and references, Flann pairs each incoming payment in Chaser with the invoice it most likely settles. Partial payments and strays go on a separate list.

What you stop doing: No more scrolling bank lines hunting for the invoice they belong to.

More on this: how to hand repetitive tasks to an AI agent on WhatsApp.

How Flann connects to Chaser

Search for Chaser in Flann’s Connectors.
Paste your Chaser API key into the secure form Flann opens. You will find the key in your Chaser account settings.
Go back to WhatsApp and ask for what you need. Flann chooses the Chaser action and fills in the details.

Reading from Chaser is instant. Chaser stays connected until you remove it in Connectors.

Ways to use Chaser with Flann

Find the slow payers

Ask which customers pay late. Flann reads the history in Chaser and gives you the short list, so you decide who gets a nudge.

Log it while it is fresh

Send Flann a voice note about a payment or an expense. It prepares the entry in Chaser and shows it to you before saving.

Check before you promise

A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from Chaser, before you answer.

Everything Flann can do in Chaser

All 30 Chaser actions, as Flann sees them.

Looks up 13

Get Credit Note by ID
Get Credit Notes
Get Current Organisation
Get Customer by ID
Get Customers
Get Invoice by ID
Get Organization
Get Overpayment
Get Status
List Contact Persons
List Invoices
List Overpayments
Get Contact Person by ID

Changes 17

Bulk Upsert Contact Persons
Bulk Upsert Credit Notes
Bulk Upsert Customers
Bulk Upsert Invoices
Bulk Upsert Overpayments
Create Contact Person
Create Credit Note
Create Customer
Create Invoice
Create Overpayment
Delete Contact Person
Update Contact Person
Update Credit Note
Update Customer
Update Invoice
Update Overpayment
Upload Invoice PDF

More Accounting apps Flann works with

See all integrations

Common questions

What can Flann do with credit notes in Chaser?

Flann can look up, create and update credit notes in Chaser, using 4 actions (Get Credit Note by ID, Get Credit Notes, Create Credit Note, Update Credit Note). Looking up runs straight away and changes nothing. The other actions create or change credit notes in Chaser.

What can Flann do with customers in Chaser?

Flann can look up, create and update customers in Chaser, using 4 actions (Get Customer by ID, Get Customers, Create Customer, Update Customer). Looking up runs straight away and changes nothing. The other actions create or change customers in Chaser.

How does Flann connect to Chaser?

Open Connectors in Flann, choose Chaser and paste your Chaser API key into a secure form. You will find the key in your Chaser account settings. Once it is connected, Flann can use 30 actions in Chaser.

How do I ask Flann to do something in Chaser?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Chaser action that fits and asks if anything is missing.

Is Chaser included in my Flann plan?

Yes. Every Flann plan includes every app, Chaser included.

Manage Chaser customers and invoices from WhatsApp