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Notis

Retrieve Chaser organization details from an Ably request

Give an agent the connected organization details it needs for a billing task, without searching through account settings.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Organization details needed for billing work are easy to forget and slow to find when they are requested mid-conversation.

  • Retrieve organization information when a request needs it.
  • Reduce manual searches for currency, timezone, or legal details.
  • Keep the request and result together in the run report.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Chaser once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3In one instruction, ask Notis to retrieve the connected Chaser organization details relevant to the request.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real request for organization details.

Questions about this workflow

Which organization details can this retrieve?

The available action retrieves information such as organization IDs, currency, timezone, or legal details.

Does it create or update invoices too?

No. This workflow retrieves organization information. Invoice changes require a separate action.

What if the account has multiple organizations?

Ask Notis to report the returned organization information so you can confirm which organization applies before other work.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Chaser. A trigger fires from one place; an action lands in another.

Ably triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

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."

ActionInstant

Connect any two apps with Notis in the middle.

Ably and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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