Check organization details before preparing billing
Give a deal review the correct Chaser organization context, including currency and legal details when available.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Preparing billing without checking the connected organization's details can create avoidable back-and-forth.
- Retrieve organization context at the point of need.
- Include currency and legal details in a run report.
- Avoid relying on remembered account settings.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve the connected Chaser organization's details and summarize relevant billing context for the Affinity deal request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal request and review the returned details.
Questions about this workflow
Does this create an invoice?
No. It retrieves organization details so you can review billing context; it does not create an invoice.
Can it retrieve details for a different organization?
The action retrieves information about connected organizations. Use the returned details and confirm the relevant organization before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chaser. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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