Keep customer overpayments visible during deal reviews
Bring remaining customer credits into a regular company review so they can be considered before future billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Overpayments can sit unnoticed while teams focus on new deals and open invoices.
- Surface overpayments and remaining credits.
- Relate returned records to companies using available identifiers.
- Create a focused list for finance follow-up.
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 list Chaser overpayments and relate them to selected Affinity companies where identifiers support a match, highlighting remaining credits.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real overpayment and confirm its company match.
Questions about this workflow
Does the workflow apply a credit to an invoice?
No. It lists overpayments and reports remaining credits; it does not change records or apply credits.
What if a company cannot be matched confidently?
The prompt should ask Notis to mark the record as unmatched for review rather than infer the relationship.
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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