Keep customer details handy for publishing work
Get a scheduled view of customer contacts and statuses when coordinating content and billing work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Customers
Retrieves a list of all customers and their contact and status details.
Why this helps
Customer context is easy to lose when account details live in Chaser and publishing work lives in Agility CMS.
- Make customer status and contact details easier to review on schedule.
- Reduce time spent switching apps to gather account context.
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 Chaser customers and report the contact and status information relevant to the Agility CMS work you describe.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and review the returned customer details.
Questions about this workflow
Does this change any customer records?
No. Get Customers retrieves customer contact and status information for review.
Can it filter customers by an Agility CMS item automatically?
No Agility CMS trigger or data-linking event is provided here. Supply the relevant context in your instruction or request if needed.
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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