See overpayments that may need account follow-up
Get a clear overview of overpayment records and the account context your team provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Customer credits can be overlooked when teams check balances and account conversations at different times.
- Review overpayment records in one report
- Use supported filters when relevant
- Flag absent source context instead of guessing
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 overpayments with relevant filters and summarize them using available Agile CRM account details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real overpayment result and its account context.
Questions about this workflow
Can the action filter overpayments?
The listed action supports pagination and filters including customer, amount, currency, and date.
Does the workflow automatically offset future invoices?
No. It lists and reviews overpayments; it does not apply them to invoices.
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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