Resolve a credit note question with a direct lookup
Retrieve full credit note details for a specific account without searching through multiple records by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Credit Note by ID
Returns details for one credit note.
Why this helps
A small question about a credit note can interrupt a company review with extra searching.
- Fetch details for a specific credit note.
- Accept supported internal or external credit note identifiers.
- Summarize relevant details in one run report.
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 credit note identified in the request and summarize its details in the context of the named Affinity company.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known credit note ID and confirm the returned details.
Questions about this workflow
Which credit note IDs are supported?
The action accepts internal Chaser IDs and external credit note IDs with the ext_ prefix.
Can the workflow modify a credit note?
No. It retrieves details only.
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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