Keep a specific customer overpayment visible
A scheduled check can keep a significant overpayment from being forgotten between invoice reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Overpayment
Returns overpayment details, remaining credit and status.
Why this helps
A particular customer credit can be overlooked when the team has to remember to look it up each time.
- Retrieve details for a specific overpayment record.
- Summarize remaining credit and status when returned.
- Keep a known important record visible on a schedule.
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 overpayment ID to retrieve and the returned details to report.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real overpayment ID and check the report against Chaser.
Questions about this workflow
Can I use an external overpayment ID?
The action supports internal IDs and external IDs with the ext_ prefix.
Will the workflow change the overpayment?
No. It retrieves a specific overpayment record for review.
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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