Create Chaser credit notes after cancellation
Record approved cancellation adjustments while the account context is still clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Cancellation adjustments are delayed when service and finance workflows do not share a handoff.
- Speeds cancellation processing
- Keeps adjustments traceable
- Reduces missed customer credits
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Chaser in Notis once.
- 2Create an automation for confirmed service cancellations.
- 3Tell Notis to validate the customer and invoice context, then create the approved Chaser credit note.
- 4Choose the webhook trigger and report channel.
- 5Test with one confirmed cancellation payload.
Questions about this workflow
Does cancellation approval need to be explicit?
Yes. Include confirmation in the payload or instruction before creating a credit note.
What if the invoice cannot be found?
Have Notis report the missing invoice context for review instead of creating an uncertain adjustment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Chaser. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
0CodeKit and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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