Check overpayment details when an account needs an answer
Look up the overpayment record connected to an account inquiry and share the details with your team.
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
Overpayments can be difficult to factor into customer conversations when their status is buried in finance records.
- Retrieve remaining credit and status details
- Reduce manual finance record searches
- Keep account context attached to the review
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chaser once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3Ask Notis to retrieve the specified Chaser overpayment and summarize the result with available account context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and a known overpayment ID.
Questions about this workflow
Which ID should the request include?
The action accepts an internal overpayment ID or an external ID with the ext_ prefix.
Can this apply the overpayment to an invoice?
No. It retrieves overpayment details, including remaining credit or status, but does not apply credit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chaser. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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