Create credit notes for confirmed invoice adjustments
Carry an approved adjustment from a conversation into a Chaser credit note.
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
Agreed billing adjustments can be hard to track when the decision stays buried in chat.
- Turn an explicit adjustment decision into a Chaser record.
- Keep the credit note tied to supplied invoice details.
- Reduce time spent searching chat for the agreed adjustment.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Chaser once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to create a credit note only for a confirmed adjustment with the required details, and report missing information.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one confirmed adjustment and verify the credit note in Chaser.
Questions about this workflow
Does the workflow decide whether an adjustment is appropriate?
No. The request should contain a confirmed adjustment; the workflow records it in Chaser.
What if the request does not include enough detail?
Have the instruction report which information is missing so it can be supplied before creating the credit note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Chaser. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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