Process approved credit note batches
Move reviewed credit note data into Chaser in batches and see which records need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Credit Notes
Creates or updates up to 100 credit notes, matching existing records by ID.
Why this helps
Entering multiple credit adjustments individually can delay closing the loop on billing corrections.
- Process multiple reviewed credit notes in a run
- Match updates with supplied identifiers
- Surface records missing required data
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: bulk upsert only approved credit notes with supplied matching identifiers and verified details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real approved credit note record.
Questions about this workflow
Will this decide credit note adjustments?
No. A person or trusted process must approve adjustments and provide the intended values.
Can it match notes without an identifier?
No. The workflow should report missing identifiers and avoid guessing.
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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