Review overpayments with useful customer context
Bring overpayment records and public company research into one recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Customer overpayments can be easy to overlook when credit records and account research are handled separately.
- Retrieve overpayment records with Chaser's available filters.
- Add public company context for a customer credit review.
- Keep retrieved records and research in one report.
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 overpayments you want reviewed and use AgentQL to research related companies for public context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real overpayment review.
Questions about this workflow
Will this apply an overpayment to an invoice?
No. This workflow retrieves overpayment records and researches context.
Can public research tell me how much credit remains?
The Chaser overpayment record is the source for remaining credit. AgentQL research supplies public company context.
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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