Confirm the Chaser organization behind a billing request
Check organization details in Chaser before moving a billing request forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Billing work can stall when teams are unsure which organization, currency, or legal details apply.
- Confirm organization context before billing
- Retrieve available currency and legal details
- Report mismatches for human review
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 Chaser organization details when a billing request arrives and report the details needed for verification.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real billing request and review the organization information returned.
Questions about this workflow
Does this action create or change organization data?
No. It retrieves organization information for review.
What if the request specifies a currency that differs?
Have Notis report the discrepancy for review. The listed action does not change organization settings.
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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