Get the invoice details behind a content billing task
Bring one invoice's status and customer context into your review without digging through billing screens.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Invoice by ID
Returns invoice details, payment status and associated customer information.
Why this helps
A quick question about one invoice can become a slow search across tools while content work waits.
- Bring invoice and customer details into a recurring review.
- Spend less time searching for the right invoice record.
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 details for the invoice IDs you supply that relate to Agility CMS billing work, and report status and customer information present in the result.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example using a known invoice ID.
Questions about this workflow
Can the workflow find an invoice without its ID?
This action retrieves a specific invoice by ID. Provide the invoice ID in the instruction or other available run context.
Will it change the invoice?
No. This action retrieves invoice details for review.
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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