Keep billing organization context easy to find
Get a recurring summary of the connected Chaser organization's details for the team handling company relationships.
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
Key organization settings are easy to forget when billing work is infrequent or shared across a small team.
- Make organization details available on a predictable cadence.
- Reduce repeated manual lookups.
- Share relevant context through run reports.
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 report the fields useful for billing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and confirm the details are relevant.
Questions about this workflow
Does the schedule change organization settings?
No. The workflow retrieves organization details and reports them without making changes.
Can this detect whether legal details changed?
A run can report the current returned details. Detecting changes requires a retained prior report or baseline to compare against.
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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