Check remaining customer credit without searching
Keep a specific overpayment's status and remaining credit visible as part of your account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Overpayment
Returns overpayment details, remaining credit and status.
Why this helps
Checking whether customer credit remains can require a manual search just when a billing decision is needed.
- Review remaining credit and overpayment status on schedule.
- Keep account context available for billing follow-up.
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 Chaser overpayment IDs you provide for Agility CMS related account reviews and report remaining credit or status present in the result.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example using a known overpayment ID.
Questions about this workflow
Which IDs can I provide?
The action accepts internal overpayment IDs and external IDs with the ext_ prefix.
Does it update remaining credit?
No. This action retrieves overpayment 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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