Keep Chaser organisation details visible
See the organisation details Chaser returns in a small recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Important organisation details can be hard to find when preparing billing work or checking account setup.
- Keep key account details easy to find
- Notice changes between scheduled checks when returned data differs
- Reduce time spent searching account settings
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: retrieve Chaser organisation details and summarize the currency, timezone, and legal information returned.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real organisation details example.
Questions about this workflow
Does this change organisation settings?
No. The listed action retrieves organisation details and this workflow reports them.
Will it alert me to every change?
It can compare returned values with a prior report only if that history is available to the automation. Otherwise it reports the current values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Aeroleads and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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