Review outstanding Chaser invoices with web context
Bring invoice records and relevant public company context together on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Reviewing outstanding invoices can stall when you must repeatedly switch between payment records and company research.
- Retrieve invoices with Chaser's available filters.
- Use AgentQL research to add current public context for review.
- See research and invoice findings in one run 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 invoices you want reviewed and use AgentQL to research public context for the related companies.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real invoice review.
Questions about this workflow
Will this send payment reminders?
No. This workflow retrieves invoices and researches context; it does not send communications.
Can it know whether a company has recently changed its payment situation?
It can research available public information, but private payment circumstances must come from your records or be supplied by you.
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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