See which Chaser invoices need a closer look
Get a scheduled invoice review that brings billing records and the customer context you provide into one report.
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
Invoice follow-up becomes harder when payment status and customer context live in separate places.
- Reduce manual invoice review
- Highlight invoices needing attention
- Keep source data gaps visible
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 list Chaser invoices and summarize items needing attention using the Agile CRM context available to it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real invoice and its relevant customer context.
Questions about this workflow
Does the Chaser action send reminders?
No. The listed action retrieves invoices. This workflow prepares a review report and does not send customer communications.
Will Notis have Agile CRM context automatically?
Only if the relevant context is available to the automation. Agile CRM trigger events are not listed here, so provide the needed information through your workflow setup.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.