Keep Chaser organization details handy
Make organization details easy to find when reviewing billing work connected to AgencyZoom client accounts.
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
Billing tasks can pause while someone searches for organization settings such as currency or legal details.
- Retrieve organization details from Chaser.
- Keep currency and timezone information visible in a report.
- Reduce context switching during billing reviews.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve Chaser organization details and report the fields useful for billing reviews.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real run.
Questions about this workflow
Does this read organization settings from AgencyZoom?
The listed action retrieves Chaser organization information. AgencyZoom details are not needed for this reference report.
Can it update organization settings?
No. The listed action retrieves information only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chaser. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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