Retrieve Chaser credit notes for a 21risk review
Give reviewers the billing evidence they need without searching two systems by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Reviewers lose time collecting credit note history before they can assess a control or exception.
- Gather billing evidence on demand
- Support faster exception reviews
- Return a focused report to the team
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create an automation describing the review evidence to collect.
- 3Tell Notis to retrieve the relevant Chaser credit notes and summarize only the requested customer, invoice, or period.
- 4Choose the Notis webhook trigger and include the review scope in the request.
- 5Select report delivery and test with one review request.
Questions about this workflow
Can the request target one customer?
Yes. Include the customer or external id in the webhook request and state that scope in the prompt.
Where does the result appear?
Notis sends the result to the report channel you select during setup.
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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