Review outstanding invoices with client context
Bring invoice status and agency client context together in a scheduled report for your next finance check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Invoice follow-up can take extra effort when payment status and client history sit in separate tools.
- Gather invoice records from Chaser for review.
- Use accessible client context to make the report easier to act on.
- Keep reporting separate from changing 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.
- 3Describe a scheduled review of Chaser invoices alongside accessible AgencyZoom account context, asking for a concise report and no invoice changes.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with a real invoice and client example.
Questions about this workflow
Does AgencyZoom provide invoice events here?
No. This uses a Notis schedule, with Chaser invoices retrieved at run time and AgencyZoom context accessed if available.
Will it send reminders or change invoice status?
No. This workflow retrieves invoices and prepares a report. Sending customer communications or updating invoices is a separate action.
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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