Start collections review with the right organization details
Have Notis confirm the Chaser organization context before your scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current Organisation
Returns details about the current organization, including its currency and legal information.
Why this helps
A collections review can lose time when account or organization details need to be checked at the last minute.
- Confirm the connected Chaser organization
- Make key organization details easy to find
- Prepare a consistent collections review
Setup
Build it in a few focused steps.
- 1Connect 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 current organization details and report the information needed for collections preparation.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real organization lookup.
Questions about this workflow
How does this differ from getting organizations?
This uses the action for the current organization associated with the authenticated API credentials.
Does it change Chaser settings?
No. It retrieves current organization details for reference.
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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