Bring credit note activity into your company review
See credit note activity for selected company relationships in a regular, concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieves credit notes.
Why this helps
Credit adjustments can be forgotten when they are reviewed separately from ongoing company work.
- See credit note activity on a schedule.
- Connect records to companies using available identifiers.
- Highlight entries that need a closer look.
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 Chaser credit notes, relate them to selected Affinity companies where identifiers support a match, and summarize items needing review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real credit note and check the company association.
Questions about this workflow
Will it retrieve only credit notes for a specific customer?
The listed action retrieves a list of credit notes. The prompt can ask Notis to analyze returned data against selected companies and report uncertain matches.
Does this edit credit notes?
No. This workflow retrieves and summarizes credit notes 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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