Bring credit note details into customer case review
Check the specific credit record connected to a case and give the team a clear summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Note by ID
Returns details for one credit note.
Why this helps
Credit questions often require looking up the finance record and reconstructing the customer case separately.
- Retrieve full details for a specified credit note
- Make case review more focused
- Keep missing case context explicit
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.
- 3Ask Notis to retrieve the specified Chaser credit note and summarize it with the case context available to the automation.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real credit note ID and its case context.
Questions about this workflow
Can the action use an external credit note ID?
Yes. The listed action accepts internal Chaser IDs and external credit note IDs with the ext_ prefix.
Where does the case context come from?
Provide the relevant Agile CRM case details or make them available to the automation. No Agile CRM event trigger is listed here.
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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