Check the details of a customer overpayment
Pull up a specific overpayment when a client or billing review needs to confirm its remaining credit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Overpayment
Returns overpayment details, remaining credit and status.
Why this helps
Finding the balance and status behind a customer credit can require a separate manual lookup.
- Retrieve a specific overpayment by internal or external ID.
- See remaining credit and status details when returned.
- Keep credit verification tied to the account 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.
- 3Ask Notis to retrieve details for the overpayment ID supplied in the request and report the returned balance and status.
- 4Choose a webhook trigger for the system sending the identifier.
- 5Choose a run-report channel, then test with one real overpayment.
Questions about this workflow
What identifier can the workflow use?
The action accepts an internal ID such as op_XXX or an external ID with the ext_ prefix.
Does the lookup change the remaining credit?
No. It retrieves details only.
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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