Keep customer overpayments visible during content work
See available overpayment records on a regular cadence, so account credit does not disappear from view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Overpayments can be overlooked when customer content work and payment tracking happen in separate places.
- Review overpayments and remaining credits on schedule.
- Keep customer credit information close to account operations.
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 list Chaser overpayments and report available credit details for the Agility CMS related customers or filters you provide.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real example and check the returned overpayment information.
Questions about this workflow
Can this create an overpayment?
No. The selected action lists overpayments. Creating a record requires a separate action and a customer that already exists in Chaser.
Where does the customer context come from?
Provide the relevant customer context in the instruction or run input. The listed Agility CMS capabilities do not provide a trigger event.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.