Find AgencyZoom clients that may need Chaser setup
Get a scheduled view of client records that may need a Chaser customer before billing work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
It is easy for a client to become ready for billing while customer setup remains buried in a separate system.
- Surface potential customer setup gaps on a regular schedule.
- Use Chaser's customer list as the target-side reference.
- Send a report for review before creating records.
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.
- 3In one instruction, ask Notis to compare accessible AgencyZoom client records with Chaser customers and report likely gaps without creating customers.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real comparison.
Questions about this workflow
Does this workflow create missing Chaser customers?
No. It reports possible gaps for review. Customer creation should happen only after billing readiness and required details are confirmed.
What if an AgencyZoom record cannot be matched?
The report should identify it as an unmatched candidate rather than claim that a customer is definitely missing.
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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