Get invoice details alongside client context
Bring specific invoice details into a scheduled review with the AgencyZoom account context available to your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
Finding the details behind a particular invoice can interrupt a focused client or finance review.
- Retrieve detailed information for specified invoices.
- Summarize invoice status in a scheduled report.
- Support account review without altering invoice 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.
- 3Ask Notis to retrieve details for supplied or identified Chaser invoices and summarize them with accessible AgencyZoom account context.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real invoice identifier.
Questions about this workflow
Can this retrieve every invoice?
The listed action retrieves a specific invoice by ID. Use the list invoices action for broader invoice retrieval.
Does this update invoice data?
No. It retrieves invoice details and reports them for review.
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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