Track confirmed excess payments in Chaser
Give an excess payment a clear place in Chaser after Notis checks the customer and the confirmed amount.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Overpayment
Creates an overpayment record for an existing customer to track credit toward future invoices.
Why this helps
Overpayments can be hard to track when payment details arrive outside the finance workflow.
- Record confirmed excess payments for tracking.
- Check that the customer exists first.
- Flag missing customer or payment details for 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 verify the existing Chaser customer and create an overpayment only from confirmed payment details supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, confirmed overpayment and verify the customer association.
Questions about this workflow
Can this create a Chaser customer if one does not exist?
This action requires the customer to exist first. The workflow should report a missing customer for setup rather than create an overpayment without it.
Will Notis calculate whether a payment is excessive?
Only use an excess amount confirmed in the request or available records. The workflow should not infer payment amounts.
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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