Open the overpayment record behind an account finding
Connect an account research result to the Chaser overpayment that needs review.
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
When a customer credit needs attention, tracking down its record can interrupt the rest of your work.
- Retrieve details for a specific overpayment.
- Pair the record with account research context.
- Keep credit review focused on the relevant record.
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 Chaser overpayment identified by the incoming research handoff and summarize the result for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real overpayment identifier.
Questions about this workflow
Which identifiers can I provide?
The action supports internal overpayment IDs and external IDs with the ext_ prefix.
Does it change the overpayment?
No. It retrieves overpayment details for review.
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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