Create Chaser credit notes from confirmed Ably adjustments
Move a confirmed invoice adjustment from the agent conversation into a Chaser credit note record, with uncertain requests held for review.
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
Credit adjustments discussed in chat can be delayed or recorded inconsistently when the details are entered later.
- Record confirmed adjustments without retyping the request.
- Keep unclear or incomplete adjustment details out of automatic creation.
- Tie the resulting credit note action to its source request.
Setup
Build it in a few focused steps.
- 1Connect Ably and Chaser once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a credit note only after the invoice adjustment details are confirmed.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real confirmed adjustment.
Questions about this workflow
What does confirmed mean for this workflow?
Specify in your instruction which adjustment details must be present and approved before the credit note is created.
Can it decide whether an invoice adjustment is correct?
No. The workflow should act on adjustment details confirmed in the request; Chaser's action creates the credit note record.
What happens if the request is incomplete?
Ask Notis to report the missing details and hold off on creating the credit note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Chaser. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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