Confirm the Chaser account used for billing
See which Chaser organization the connected credentials point to before routine billing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current Organisation
Returns details about the current organization, including its currency and legal information.
Why this helps
Using the wrong organization context can complicate billing checks across accounts.
- Retrieve the organization associated with the connected credentials.
- Surface organization ID and available reference details.
- Add an account-context check to routine billing preparation.
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 and report the current Chaser organization details before billing review.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real run.
Questions about this workflow
How is this different from retrieving organization information?
This action retrieves the organization associated with the current API credentials specifically.
Does the check change the connected account?
No. It reports the organization associated with the credentials.
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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