Review Chaser credit notes on a schedule
Make credit note review a predictable part of your routine with a scheduled summary of the records Chaser returns.
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 checks can slip when they depend on remembering to open another tool and gather the records.
- Make credit note review part of a repeatable routine.
- Reduce manual record gathering before adjustment discussions.
- Summarize returned records without assuming a change history.
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 and summarize the returned records for review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real scheduled run.
Questions about this workflow
Does this compare credit notes with the previous review?
No prior baseline or change history is provided. Supply a saved baseline separately if you need a comparison.
Does this create credit notes for adjustments?
No. It retrieves records for review. Creating a credit note requires a separate action and confirmed invoice adjustments.
Where does the summary go?
Choose the report channel when setting up the automation.
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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