Review Chaser credit notes on a schedule
Gather credit note records into a regular review so adjustments are easier to keep track of.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Credit note records can be difficult to keep in view when checking them is a separate manual task.
- Retrieve credit notes for a recurring review.
- Summarize the records returned by Chaser.
- Reduce manual navigation when reviewing adjustments.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to retrieve the available credit notes and summarize their returned details for review.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one run and check the summary against the returned records.
Questions about this workflow
Does this identify new credit notes since the previous run?
The listed action retrieves a list of credit notes but does not specify history or a previous-run baseline. Supply a baseline if you need change detection.
Can it create a credit note?
No. This workflow retrieves credit notes for review.
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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