Keep Chaser credit notes in view
A recurring credit note review helps keep adjustments visible without adding another manual search to your day.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieves credit notes.
Why this helps
Credit adjustments can be easy to miss when they sit outside the regular invoice review.
- Bring credit note records into a recurring review.
- Summarize the returned items in plain language.
- Keep adjustments visible alongside other billing work.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the credit note summary or review you want from the returned Chaser records.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the returned credit notes are represented clearly.
Questions about this workflow
Does this create or change credit notes?
No. This workflow retrieves credit notes for review.
Can it compare new notes with a previous run?
Only if the previous run history or a baseline is available to the workflow. Otherwise, provide the comparison context you want Notis to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Chaser. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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