Check the credit note behind a research finding
Move from an external finding to the Chaser credit note details needed for review.
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
Research may identify a discrepancy, but the adjustment record is in Chaser and takes extra steps to find.
- Retrieve complete details for a specific credit note.
- Keep the research finding connected to the record under review.
- Support a faster adjustment review.
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 Chaser credit note identified in the incoming research handoff and summarize it for review.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real credit note ID.
Questions about this workflow
Can it retrieve an external credit note ID?
The action accepts internal IDs and external credit note IDs with the ext_ prefix.
Does it modify the credit note?
No. It fetches details only.
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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