Keep customer overpayments on your review list
See Chaser overpayments and remaining credit details in a scheduled run report, so potential offsets are easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Overpayments can be overlooked when they are not included in the regular accounts receivable review.
- Surface overpayments and available credit for review.
- Reduce manual searches through payment records.
- Keep review results in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Chaser once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Describe how you want returned overpayments and remaining credits summarized for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example.
Questions about this workflow
Will this automatically apply credit to future invoices?
No. It retrieves overpayments and reports the returned information. Applying an offset is not one of the listed actions.
Can I filter by customer or amount?
The Chaser action supports filtering, but describe the review you want and rely only on filters and data available through the connected action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Chaser. A trigger fires from one place; an action lands in another.
Active campaign triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Creates a new invoice record in the organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact Person
Adds a contact person to an existing customer account.
Get Credit Notes
Retrieves credit notes.
Get Customer by ID
Retrieves detailed information about a specific customer.
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Get Customers
Retrieves a list of all customers and their contact and status details.
Delete Contact Person
Deletes a contact person from a customer record.
Get Organization
Retrieves information about the connected organizations.
Connect any two apps with Notis in the middle.
Active campaign and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.