Record approved invoice adjustments as Chaser credit notes
Send an approved adjustment request to Notis and create a Chaser credit note with the confirmed details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Credit Note
Creates a credit note to track customer credits and reduce outstanding invoices.
Why this helps
Invoice adjustments can be lost between customer discussions and finance records.
- Keep approved adjustments tied to finance records
- Confirm invoice context before creating a credit note
- Report missing adjustment details
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Chaser once in the Notis portal.
- 2Create an automation by telling Notis in plain language or using Automations, New Automation in the portal.
- 3Tell Notis to create a Chaser credit note only for an approved request with confirmed invoice and adjustment details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved adjustment and verify the credit note in Chaser.
Questions about this workflow
Will the automation decide whether an adjustment is approved?
It should act only on an explicit approval included in the request. If approval or invoice details are missing, it should report the request for review.
Does the action update an invoice too?
No. This action creates a credit note. Invoice changes would require a separate, explicitly requested workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Chaser. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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