Review Chaser credit notes from an Ably request
Pull credit note records into the work stream when a connected agent asks for a review, so the adjustment discussion has the relevant context.
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
Credit note questions interrupt other work when the records have to be found separately before the conversation can continue.
- Retrieve credit note records in response to a clear request.
- Bring adjustment context into the current work stream.
- Avoid creating or changing a credit note before reviewing the details.
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 retrieve credit notes for a review request and summarize the returned information.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real credit note review request.
Questions about this workflow
Does this create a credit note?
No. It retrieves a list of credit notes. Creating a credit note is a separate Chaser action and requires confirmed invoice adjustments.
Can it retrieve a specific credit note?
The available action retrieves a list of credit notes. Ask Notis to report the returned records relevant to the request.
Does this validate an adjustment?
It retrieves credit note records but does not independently validate invoice adjustments.
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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