Keep approved credit note corrections in sync
Pass a confirmed correction through Notis and update the intended credit note after checking its identity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Credit Note
Updates an existing credit note’s details, such as its amount, status or customer.
Why this helps
A correction agreed during company work can remain undocumented in the billing system.
- Apply confirmed corrections to an identified credit note.
- Avoid changes when the ID or approval is unclear.
- Report the result for a quick review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to verify the credit note identifier and approved correction details, update only confirmed fields, and report the change.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one approved correction and verify the resulting credit note.
Questions about this workflow
Does this decide whether the correction is approved?
No. The request or available records must establish approval. Unclear cases should be reported without changes.
What if the credit note ID is external?
The update should use an identifier that Chaser recognizes and the workflow should report if the target cannot be identified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chaser. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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