Confirm the billing organization behind your workflow
Keep the current organization's important billing context easy to review when coordinating content work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current Organisation
Returns details about the current organization, including its currency and legal information.
Why this helps
A billing handoff can stall when the current account's organization details are not at hand.
- Review the organization connected to current API credentials.
- Keep billing context accessible in a recurring routine.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the current Chaser organization details relevant to the Agility CMS billing workflow and report the organization information available.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and verify the current organization details.
Questions about this workflow
How is this different from getting organization details?
This action retrieves information about the current organization associated with the API credentials.
Does it update the organization?
No. It retrieves details such as organization ID, currency, timezone, or legal information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Chaser. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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