Start the day with an overdue invoice review
See which Chaser invoices need attention without starting the day by opening each record.
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
Overdue invoices are easy to miss when payment follow-up depends on remembering to check Chaser.
- Retrieve invoices on a recurring schedule.
- Bring overdue records into one review.
- Make payment follow-up easier to prioritize.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Chaser once in the Notis portal.
- 2Create an automation by telling Notis to list Chaser invoices and summarize overdue items that need review.
- 3Pick a recurring schedule for the review.
- 4Choose where you want run reports to go.
- 5Test with one real scheduled run and check the returned invoice details.
Questions about this workflow
Does the workflow send payment reminders?
No. It retrieves invoices for review; this action does not send customer communications.
Can the summary identify which invoices are overdue?
Notis can analyze returned invoice details. The result depends on the status and date information Chaser returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Chaser. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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