Keep billing organization details close at hand
Review the organization context behind your billing workflows without having to search for it each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Organization
Retrieves information about the connected organizations.
Why this helps
Currency, timezone, or legal details can be hard to find when a publishing-related billing task needs them quickly.
- Keep organization information accessible in a recurring review.
- Reduce friction when preparing Agility-related billing work.
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 Chaser organization details relevant to the Agility CMS billing work and report currency, timezone, or legal information present in the result.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and verify the organization details.
Questions about this workflow
What information can this retrieve?
The action retrieves organization information, including details such as organization IDs, currency, timezone, or legal information.
Does this change organization settings?
No. The action retrieves information 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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