Summarize Chaser credit notes for founder review
See the billing adjustments that matter without opening another finance report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Founders often learn about material adjustments late because credit note review is buried in close work.
- Improves financial awareness
- Reduces review time
- Highlights adjustments needing decisions
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create a scheduled founder credit note automation.
- 3Tell Notis to retrieve credit notes and summarize material items using the thresholds and context you provide.
- 4Choose the cron schedule and report channel.
- 5Test with one scheduled run.
Questions about this workflow
What counts as material?
Define the amount, customer, period, or other threshold in the instruction so Notis can apply it consistently.
Can Notis explain the reason for each credit note?
It can summarize reasons returned by Chaser, but missing explanations must be supplied elsewhere.
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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