Get current details for a customer overpayment
Bring a specific credit balance into a company review with a direct lookup and a clear report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Overpayment
Returns overpayment details, remaining credit and status.
Why this helps
It takes extra effort to trace an overpayment when its details are separate from the company relationship record.
- Retrieve details for a specific overpayment.
- Check remaining credit and status.
- Keep the lookup tied to a supplied identifier.
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 retrieve the Chaser overpayment identified in the request and summarize its remaining credit and status for the related Affinity company.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known overpayment ID and review the result.
Questions about this workflow
Which identifiers can be used?
The action accepts an internal overpayment ID or an external ID with the ext_ prefix.
Will this update the credit balance?
No. It retrieves the overpayment details without changing them.
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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