Create Chaser credit notes from approved corrections
Turn approved compliance corrections into clean billing adjustments without another handoff.
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 corrections can wait in audit records while finance teams recreate the same details manually.
- Capture approved adjustments promptly
- Keep correction evidence linked to billing work
- Reduce rekeying errors
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create an automation for approved correction payloads.
- 3Tell Notis to confirm approval, identify the invoice, and create a Chaser credit note using only the supplied adjustment details.
- 4Select the Notis webhook trigger and send an approved correction request.
- 5Choose a report channel and test with one real adjustment.
Questions about this workflow
Will it create a note for an unapproved correction?
Not if your instruction tells Notis to require an explicit approval value before acting.
What information is needed?
Provide the invoice reference, adjustment amount or lines, reason, and any required customer identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Chaser. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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