Turn adjustment documents into Chaser credit notes
Send an adjustment document to Notis and use Affinda extraction to prepare a Chaser credit note once the invoice adjustment is confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credit Note
Creates a credit note to track customer credits and reduce outstanding invoices.
Why this helps
Credit note details can sit in adjustment paperwork while finance records wait for someone to enter them.
- Cut manual entry from adjustment documents.
- Keep credit note creation tied to a confirmed invoice adjustment.
- Flag unclear amounts or references 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 credit note details, verify the invoice adjustment, and create the credit note in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real adjustment document.
Questions about this workflow
Does Affinda decide whether an adjustment is approved?
No. The workflow should only create a credit note when the adjustment is confirmed by the source document or information you provide.
What if the document has no clear invoice reference?
Tell Notis to flag it for review instead of creating a credit note.
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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