Keep invoice review in step with Agility launches
Review the invoices that matter alongside your launch planning, without repeatedly opening billing records by hand.
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
Invoice checks can slip when launch work is spread across a publishing system and a separate billing tool.
- Bring invoice review into a predictable recurring routine.
- Reduce context switching between launch planning and payment records.
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 invoices and report the records relevant to upcoming launches, using launch context you provide if it is not present in Chaser.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can this workflow detect upcoming launches in Agility CMS?
Agility CMS trigger events are not listed. The scheduled automation can use launch context supplied in its instruction or otherwise available to Notis, but it should not assume Chaser contains that context.
Can it tell whether an invoice was paid?
The list invoices action retrieves invoice records. Ask Notis to report relevant statuses present in the returned data; do not assume additional payment history is available.
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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