Keep customer overpayments visible in billing reviews
Add available overpayment records to the finance view of client accounts so credits are easier to consider.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
A customer credit can be missed when account work focuses only on invoices and payment reminders.
- Retrieve Chaser overpayment records for review.
- Bring customer credit information into scheduled billing preparation.
- Help reviewers consider credits before taking further action.
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 overpayments and report relevant customer, amount, currency, and remaining-credit details when present.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real review.
Questions about this workflow
Will it apply an overpayment to an invoice?
No. This action lists overpayments; it does not apply credits or update records.
Can the workflow filter the list?
The listed action supports pagination and filtering. Use only filters supported by the action and available criteria.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.