Keep Chaser organization context current for finance tasks
Put basic account context within reach when recurring finance work comes around.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Organization settings are easy to overlook when preparing recurring invoices and finance processes.
- Retrieve available Chaser organization details on a schedule.
- Keep currency, timezone, and legal context visible for review.
- Reduce time spent searching for account-level information.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from a channel.
- 3In one instruction, ask Notis to retrieve and summarize Chaser organization context relevant to recurring Agiled work.
- 4Choose a Notis schedule and report destination.
- 5Test with one real run and confirm the details are relevant and returned.
Questions about this workflow
Does this monitor changes to organization settings?
It retrieves the current details on each run. The action does not provide a change history.
Which fields are available?
The response may include organization ID, currency, timezone, or legal details.
Will it update Agiled settings?
No. This workflow retrieves Chaser organization information for review.
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
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