Review credit notes with relevant company context
Gather credit note records and public company context for a more focused review.
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 note checks can take longer when you have to rebuild company context for each record.
- Retrieve Chaser credit notes for review.
- Add relevant public context from AgentQL research.
- Keep findings together in a scheduled run report.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the credit notes you want to review and research related companies with AgentQL for public context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real credit note review.
Questions about this workflow
Does this alter any credit note?
No. It retrieves credit notes and researches related context.
Can public research confirm whether a credit note is valid?
Public research may provide context, but validity requires your accounting records and review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Chaser. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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