Confirm the customer before billing an Agility project
Check the customer record first so a publishing-related billing handoff starts with the right account details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by ID
Retrieves detailed information about a specific customer.
Why this helps
A billing task can stall when the person preparing it has to leave a publishing flow to confirm which customer record to use.
- Confirm customer details before proceeding with a billing task.
- Avoid searching customer records manually during a launch handoff.
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 use the external customer ID in the incoming request to retrieve the matching Chaser customer details for the related Agility CMS work.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example using a known external customer ID.
Questions about this workflow
What identifier does the lookup use?
The action retrieves a customer by its external source system ID. Include that ID in the webhook request.
Does the lookup update the customer?
No. This action retrieves customer details. Use the update action only when an update is intended and the external ID is confirmed.
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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