Add Chaser to your AI agent
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
- Things your agent can do in Chaser
- 30
Things your AI can do in Chaser
Your FormWise AI can handle any of these in Chaser — on its own, without you needing to click a button.
Create Contact Person
PopularTool 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.
Create Invoice
PopularTool to create a new invoice record in the organization. Use after ensuring the customer exists in Chaser.
Create Overpayment
PopularCreates a new overpayment record in Chaser for tracking customer overpayments. Overpayments represent amounts paid by customers in excess of invoice amounts and can be used to offset future invoices. The customer must exist in Chaser before creating an overpayment (use POST /customers first if needed). Valid statuses: DRAFT, SUBMITTED, AUTHORISED, PAID, VOIDED, DELETED.
Delete Contact Person
PopularTool to delete a contact person from a customer record in Chaser. Use this when you need to remove a specific contact person associated with a customer. Requires both the customer identifier and the contact person identifier.
Get Credit Note by ID
PopularRetrieve detailed information for a specific credit note by its ID. Accepts both internal Chaser IDs and external credit note IDs (with 'ext_' prefix). Use when you need to fetch complete details of a single credit note.
Get Credit Notes
PopularRetrieves a list of credit notes from Chaser. Supports filtering by customer, status, and date range. Returns all credit notes if no filters are specified.
Get Current Organisation
PopularTool to retrieve information about the current organisation associated with the API credentials. Use when you need the organisation ID, currency, timezone, or legal details for the authenticated account.
Get Customer by ID
PopularRetrieve detailed information for a specific customer by their Chaser customer ID. Use this after obtaining the customer_id from listing customers or creating a customer. The customer_id is the internal Chaser identifier (e.g., 'cust_abc123'), not the external_id from your source system.
Get Customers
PopularTool 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.
Get Invoice by ID
PopularTool to retrieve detailed information for a specific invoice by its ID. Use when you need to view invoice details, payment status, or associated customer information.
Get Organization
PopularTool to retrieve information about the connected organizations. Use when you need organization IDs, currency, timezone, or legal details before other operations.
Get Overpayment
PopularRetrieve detailed information for a specific overpayment by its ID. Use when you need to fetch overpayment details, check remaining credit, or verify overpayment status. Both internal ID (e.g., op_XXX) and external ID with 'ext_' prefix are supported.
Show 18 more things it can do
Get Status
PopularTool to check the status of the Chaser API. Use when you need to verify if the API is operational before making other requests.
List Contact Persons
PopularTool to retrieve contact persons for a specific customer. Returns a paginated list of contact persons with their details. Use when you need to get contact information for a customer's representatives.
List Invoices
PopularTool to retrieve invoices with pagination and filtering. Use when you need to fetch invoice records from Chaser with support for various filter criteria including status, amounts, dates, and customer information.
List Overpayments
PopularTool to retrieve overpayments from Chaser with pagination and filtering. Use when you need to list overpayments, check remaining credits, or filter by customer, amount, currency, or date.
Create Credit Note
PopularCreates 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.
Create Customer
PopularTool to create a new customer record in Chaser. Use after obtaining Basic Auth credentials.
Update Credit Note
PopularUpdate an existing credit note in Chaser. All fields are optional. Use this to modify credit note details such as amount, status, or customer association.
Update Customer
PopularTool to update an existing customer's information using their unique Chaser customer ID. Use after confirming the customer's ID (the 'id' field, not 'externalID'). Example: "Update contactEmailAddress for customer ID cust_abc123."
Update Invoice
PopularUpdate an existing invoice in Chaser by its internal ID. Use this to modify invoice status, amounts, dates, payments, or customer associations. Requires the internal Chaser invoice ID (e.g., 'inv_abc123') from invoice creation or retrieval responses.
Update Contact Person
PopularTool to update a contact person for a customer in Chaser. Use when you need to modify contact person details such as name, email, or phone numbers.
Update Overpayment
PopularTool to update an overpayment record in Chaser. Use when modifying overpayment details such as remaining credit, status, or other fields. All fields except overpayment_id are optional.
Upload Invoice PDF
PopularUpload a PDF file to an existing invoice in Chaser. Use this to attach invoice documentation. The file must be a valid PDF document and is sent as multipart/form-data.
Bulk Upsert Customers
PopularTool 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.
Bulk Upsert Contact Persons
PopularTool 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.
Bulk Upsert Credit Notes
PopularTool 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.
Bulk Upsert Invoices
PopularTool 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.
Bulk Upsert Overpayments
PopularTool 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.
Get Contact Person by ID
Tool to get a specific contact person by ID for a customer. Use when you need to retrieve detailed information about a contact person associated with a customer in Chaser.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Chaser is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Chaser, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Chaser for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Chaser work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Chaser to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Chaser in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Chaser.
- 3
Hit "Connect"
Click "Connect Chaser" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Chaser
Build a quick AI Agent (it's like writing instructions, not code), and pick the Chaser actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Chaser for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Chaser workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Chaser users had before signing up
Do I need to know how to code?
Not even a little. If you can use Chaser today, you can set this up. You'll connect Chaser, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Chaser login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Chaser or delete everything any time.
What happens when Chaser updates their app?
We handle it. When Chaser adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Chaser takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Chaser — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Chaser on FormWise
Chaser is an accounts receivable automation software that helps businesses automate invoice reminders and get paid faster.
Connect Chaser once and your FormWise AI gets 30 things it can do inside it. That means your AI can handle the Chaser work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Chaser? Take a look at www.chaserhq.com.
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Stop doing the Chaser work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.