Get the details behind a credit note
Bring a specific credit note into view when an account review needs the full adjustment details.
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 credit note's summary may not answer the question that comes up during a client account review.
- Retrieve full information for a specific credit note.
- Use internal or supported external credit note IDs.
- Keep detail checks tied to a particular client or billing request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to retrieve details for the credit note identified in the incoming request and summarize the result.
- 4Choose a webhook trigger for the system sending the credit note identifier.
- 5Choose a run-report channel, then test with one real credit note.
Questions about this workflow
Which identifiers can the lookup accept?
The listed action accepts internal Chaser IDs and external credit note IDs with the ext_ prefix.
Does retrieving the credit note approve it?
No. It returns details for review and does not imply approval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Chaser. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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