Keep organization billing context visible
Get the organization details your finance workflows depend on before work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Why this helps
Currency, timezone, and legal details are easy to overlook when billing work spans systems.
- Reduces setup mistakes
- Keeps finance context easy to find
- Supports consistent invoice preparation
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create a scheduled organization context automation.
- 3Tell Notis to retrieve organization details and summarize the fields your finance process requires.
- 4Choose the cron schedule and report channel.
- 5Test with one scheduled run.
Questions about this workflow
Which organization fields can be reported?
Ask for the fields available from Chaser that your process needs, such as organization ids, currency, timezone, or legal details.
Is this workflow changing Chaser data?
No. It retrieves organization information and reports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Chaser. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Get Customer by ID
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.
Get Customers
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
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."
Connect any two apps with Notis in the middle.
0CodeKit and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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