Create scheduled credit notes for approved adjustments
Clear approved billing adjustments in a controlled batch with a report of what changed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Approved adjustments wait for a finance handoff and become another item to remember.
- Process approved adjustments consistently
- Keep a run report for finance
- Reduce repeated manual entry
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chaser in Notis.
- 2Create a cron automation for approved adjustment records.
- 3Tell Notis to confirm approval, create one Chaser credit note per valid adjustment, and report skipped or incomplete records.
- 4Choose the recurring cron trigger.
- 5Select the report channel and test with one adjustment.
Questions about this workflow
Will incomplete adjustments be created?
No. Instruct Notis to skip incomplete records and explain what is missing in the report.
Can the run be limited to a period?
Yes. State the reporting period in the scheduled prompt.
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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