Turn billing-ready AgencyZoom clients into Chaser customers
Keep client setup moving by creating a Chaser customer when an AgencyZoom event or request confirms the account is ready for billing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer record.
Why this helps
Client details can be scattered across sales records, leaving finance to re-enter information before it can start billing.
- Create customer records from supplied billing details.
- Reduce duplicate entry between agency and finance workflows.
- Keep billing readiness tied to a clear event or request.
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.
- 3Describe creating a Chaser customer only when the incoming details confirm billing readiness and include required customer information.
- 4Choose a webhook trigger and provide the endpoint to the system that will send the qualifying AgencyZoom event.
- 5Choose a run-report channel, then test with one real billing-ready client example.
Questions about this workflow
Does AgencyZoom provide a native trigger for this workflow?
No AgencyZoom trigger events are listed here. Use a Notis webhook and have an authorized system send the relevant event and client details.
Will this decide whether a client should be billed?
No. The prompt should create a Chaser customer only when the event or supplied instructions confirm billing readiness.
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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