Catch customer link problems before they affect invoices
Check selected customer identifiers in Chaser and surface records that need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
A customer record linked to the wrong source identifier can make invoice lookup unreliable.
- Validate customer lookup by external ID
- Surface missing customer records
- Reduce invoice association mistakes
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 look up the supplied Agile CRM external IDs in Chaser and report missing or inconsistent customer details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real external ID and verify the returned customer.
Questions about this workflow
Does the action look up customers using an Agile CRM identifier?
Yes. The listed Chaser action retrieves a customer by its external source system ID.
Where do the identifiers come from?
Provide the Agile CRM external IDs to the automation or make them available through your chosen workflow. No Agile CRM trigger event is listed here.
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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