Create credit notes from confirmed adjustments
Record approved billing adjustments while the reason and source are 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
Approved credits are often delayed because operational corrections and billing actions live in separate tools.
- Speeds up approved credits
- Preserves the adjustment context
- Reduces manual billing cleanup
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Chaser in the Notis portal.
- 2Create an automation asking Notis to create a credit note from each confirmed adjustment webhook.
- 3Choose the Notis webhook trigger.
- 4Select a report channel for created notes and exceptions.
- 5Test with one real adjustment.
Questions about this workflow
What confirmation is required?
The webhook or instruction should clearly confirm the adjustment, affected invoice, amount, and reason.
Can it create a credit without an invoice reference?
Only if Chaser accepts the supplied details; otherwise Notis should report the missing reference.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Chaser. A trigger fires from one place; an action lands in another.
7shifts 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.
7shifts and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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