Start invoice research with current organization context
Make the organization details available at the start of a scheduled finance review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Invoice review can lose time when teams need to confirm which organization, currency, or timezone applies.
- Retrieve organization details from Chaser for the connected account.
- Keep organization context with a scheduled review report.
- Reduce repeated manual checks before research.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Chaser organization details and include them as context for the AgentQL research review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real organization review.
Questions about this workflow
Does this retrieve details for every organization?
Use the result for the organization associated with the connected Chaser account and credentials.
Does it change organization settings?
No. This action retrieves organization information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Chaser. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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