Review credit notes without a manual search
Bring Chaser credit notes into a focused report so adjustments are easier to review.
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 note details can be overlooked when billing work is spread across multiple tasks.
- Review credit notes from a single report
- Surface returned status and amount details
- Keep adjustment review part of a recurring routine
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: retrieve available Chaser credit notes and summarize their returned identifiers, statuses, amounts, and customer details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real credit note example.
Questions about this workflow
Does this create or change credit notes?
No. The selected Chaser action retrieves credit notes for review.
Can it explain why a credit note was issued?
Only if that reason is present in the data returned by Chaser.
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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