Keep Chaser organization details handy for campaign operations
Retrieve organization details on a recurring schedule so billing context is easy to find when coordinating campaigns and customer work.
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, and legal details can be hard to find when campaign operations require a quick billing reference.
- Keep key organization reference details easy to retrieve.
- Reduce context switching for campaign and billing coordination.
- Share a recurring report with the team or channel you choose.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Chaser once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve Chaser organization details and summarize the currency, timezone, and legal information relevant to operations.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned details.
Questions about this workflow
Does this workflow retrieve AimTell settings?
No. It retrieves organization information from Chaser for operational reference.
What organization details can be included?
The listed action can provide organization IDs, currency, timezone, or legal details when available in the connected account.
Can this be triggered by an AimTell event?
No. AimTell has no listed trigger events, so this example uses a Notis recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chaser. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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