Review Chaser customer accounts when an Agiled request comes in
Bring customer details into a concise review when a project or CRM question calls for them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer context is easy to miss when project updates and receivables information sit in different places.
- Retrieve customer contact and status information available in Chaser.
- Summarize customer records relevant to a request when identifiable.
- Bring receivables context closer to an Agiled workflow.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Chaser once in the Notis portal.
- 2Create a new automation in the portal or ask Notis to create one from a channel.
- 3In one instruction, ask Notis to retrieve and summarize the relevant Chaser customer information for an Agiled request.
- 4Select the Notis webhook trigger and choose where run reports go.
- 5Test with one real request and check that the customer selection is unambiguous.
Questions about this workflow
Does this create or update Chaser customers?
No. It retrieves the customer list for review; customer changes require a separate workflow and action.
Can I ask for one customer?
Yes, include a clear identifier or matching detail in the request and instruct Notis to report ambiguity.
Does Chaser return every CRM field in Agiled?
No. The workflow can summarize only the customer details Chaser returns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Chaser. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.