Get invoice details alongside the customer case
Send an invoice question to Notis and get the current Chaser details needed to respond.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
Answering a customer question can require switching between the CRM case and invoice records.
- Reduce context switching for invoice questions
- Retrieve payment and customer information
- Report when the invoice identifier is missing
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 identified Chaser invoice and summarize its details for the incoming case.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real case and a known Chaser invoice ID.
Questions about this workflow
Can the action find an invoice from only a customer name?
The listed action retrieves an invoice by ID. Include a reliable invoice ID in the request.
Does this send a response to the customer?
No. It retrieves invoice details and produces a report. No customer messaging action is listed.
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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