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Notis

Open the invoice details behind a research finding

Move from a web finding to the specific Chaser invoice details that need your attention.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Invoice by ID

Returns invoice details, payment status and associated customer information.

Why this helps

A web research finding can be hard to act on when invoice details live in another system.

  • Retrieve detailed information for a specific invoice.
  • Keep the research finding and invoice review in the same automation report.
  • Avoid manually reopening Chaser to find invoice context.

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 use the invoice identifier in the incoming research handoff to retrieve the Chaser invoice details for review.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real invoice identifier.

Questions about this workflow

Does this work with an invoice number in every format?

The run needs an identifier Chaser can use to retrieve the specific invoice. Test with an identifier from your account.

Will it update the invoice?

No. It retrieves invoice details only.

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.

TriggerScheduled

Create Invoice

Creates a new invoice record in the organization.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact Person

Adds a contact person to an existing customer account.

ActionInstant

Get Credit Notes

Retrieves credit notes.

ActionInstant

Get Customer by ID

Retrieves detailed information about a specific customer.

ActionInstant

Create Overpayment

Creates an overpayment record for an existing customer to track credit toward future invoices.

ActionInstant

Get Customers

Retrieves a list of all customers and their contact and status details.

ActionInstant

Delete Contact Person

Deletes a contact person from a customer record.

ActionInstant

Get Organization

Retrieves information about the connected organizations.

ActionInstant

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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