Turn adjustment batches into Chaser credit notes
Process a batch of adjustment documents and create or update the matching credit note records in Chaser.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Credit Notes
Creates or updates up to 100 credit notes, matching existing records by ID.
Why this helps
Adjustment paperwork can build up when each credit note needs to be handled as a separate manual task.
- Handle multiple confirmed adjustments in one run.
- Match records using credit note identifiers.
- Route unclear adjustments for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to extract adjustment records, confirm credit note identifiers and invoice adjustments, and bulk upsert confirmed credit notes in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with a small real batch of adjustment documents.
Questions about this workflow
How are credit notes matched?
The listed bulk action matches by credit_note_id or id. Ask Notis to confirm an identifier before including each record.
What if a document does not confirm an invoice adjustment?
Have Notis flag it for review and exclude it from the bulk upsert.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Chaser. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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