Keep approved overpayment records current
Make reviewed customer overpayment records easier to process with a scheduled batch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Upsert Overpayments
Creates or updates up to 100 overpayment records, matching existing records by ID.
Why this helps
Tracking many overpayment records manually can make it harder to keep customer credit details current.
- Process approved overpayment records in batches
- Use supplied IDs to match records
- Flag missing details for follow-up
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 approved overpayment records only when identifiers and verified customer credit details are present.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real approved overpayment example.
Questions about this workflow
Does this workflow decide how much credit a customer should receive?
No. The amount and status must come from verified, approved source data.
Can it apply the credit to an invoice?
No. It upserts overpayment records; it does not apply credits to invoices.
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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