Start your receivables review with a scheduled Chaser snapshot
Get a regular view of outstanding invoices without rebuilding the list every time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Returns paginated invoices matching the selected filters.
Why this helps
Receivables checks slip when there is no reliable moment to gather outstanding invoice information.
- Retrieve Chaser invoices on a recurring schedule.
- Summarize outstanding balances and invoice statuses for review.
- Create a predictable starting point for receivables follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Chaser once in the Notis portal.
- 2Create an automation in the portal or ask Notis to create it from a channel.
- 3Give Notis one instruction to list Chaser invoices and summarize outstanding items for your Agiled work.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects the invoice data returned.
Questions about this workflow
Can this send payment reminders automatically?
No. It provides a scheduled invoice snapshot using the listed Chaser action.
What schedule should I use?
Choose the recurring cadence that fits your review process, such as weekly. Set the schedule in Notis.
How does it identify overdue invoices?
Notis can interpret due dates and statuses returned by Chaser. Specify any custom overdue rule in the instruction.
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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