Apply approved credit note corrections
Send a reviewed correction to Notis and update the matching Chaser credit note with supplied details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Credit Note
Updates an existing credit note’s details, such as its amount, status or customer.
Why this helps
Approved credit note corrections can sit in a handoff queue while someone finds and edits the record.
- Shorten the handoff from review to correction
- Require an explicit approval signal
- Keep a report of the attempted update
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: update the specified credit note only when the webhook marks the correction approved and includes the credit note identifier and revised values.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one approved correction example.
Questions about this workflow
Can this determine the right correction by itself?
No. A person or trusted upstream process must approve the correction and provide the intended values.
What happens if the note identifier is missing?
The automation should report the missing identifier and leave the credit note unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Chaser. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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