Turn overpayment documents into Chaser records
Extract overpayment details from submitted documents and record confirmed items in Chaser in a single batch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Overpayments
Creates or updates up to 100 overpayment records, matching existing records by ID.
Why this helps
Overpayment details can be easy to miss when they arrive as supporting documents outside the finance workflow.
- Keep overpayments documented in Chaser.
- Process multiple confirmed records together.
- Require known identifiers and customer details before upsert.
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 overpayment details, confirm customer and overpayment identifiers, and bulk upsert confirmed records in Chaser.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one or a few real overpayment documents.
Questions about this workflow
What should be confirmed before an overpayment is recorded?
Require a confirmed customer and overpayment identifier, along with the amount and other details actually present in the document.
How many records can be processed at once?
The listed Chaser bulk action supports up to 100 overpayments in one operation.
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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