Review Chaser overpayments on a schedule
See recorded overpayments and remaining credits in one recurring review, with relevant device project context included when your process supplies it.
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
Customer credits can disappear from view when they are recorded separately from the project or invoice work they affect.
- Retrieve overpayment records from Chaser on a chosen cadence.
- Summarize available credit and status details for review.
- Combine the results with project context included in the workflow input.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Chaser overpayments and summarize them with any project context supplied by your process.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with real overpayment records and representative project context.
Questions about this workflow
Does this automatically apply credits to invoices?
No. It lists and summarizes overpayments for review; applying or updating credits requires a separate action and clear instructions.
How does the workflow get Adafruit IO context?
Adafruit IO has no trigger event listed. Include project context in the automation input or send it through a Notis webhook from your system.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Chaser. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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