Keep credit notes in view during account reviews
Include credit note records in routine billing preparation so adjustments are easier to notice.
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 overlooked when a team reviews invoices without checking related credits.
- Retrieve credit note records from Chaser.
- Add credit context to a routine billing review.
- Surface adjustments for human review before further billing action.
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 Chaser credit notes and prepare a concise report for AgencyZoom-related account review.
- 4Choose a recurring schedule as the trigger.
- 5Choose a run-report channel, then test with one real review.
Questions about this workflow
Will it create or change a credit note?
No. This action retrieves a list of credit notes for review.
Can it determine whether a credit is correct?
No. It can report returned information, but approval or accounting judgment must come from the user or supplied criteria.
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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