Confirm the connected organization behind a research handoff
Make sure a finding is paired with the right Chaser account context before review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Current Organisation
Returns details about the current organization, including its currency and legal information.
Why this helps
Research findings can be misread when the connected accounting organization is not obvious.
- Retrieve details for the organization associated with current API credentials.
- Pair account context with a specific incoming research handoff.
- Reduce ambiguity during multi-entity reviews.
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 the current Chaser organization details and include them with the incoming research finding.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real research handoff.
Questions about this workflow
Does this switch the connected organization?
No. It retrieves the current organization associated with the Chaser API credentials.
What details can it return?
The action can retrieve organization information such as ID, currency, timezone, or legal details.
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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