Review account credits alongside customer context
Get credit notes and the context needed to understand which customer accounts may need follow-up.
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
Credits can be overlooked when teams review customer conversations separately from finance records.
- Bring credit note records into a focused review
- Highlight records needing account context
- Avoid inferring details that were not supplied
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 Chaser credit notes and summarize them with the relevant Agile CRM account context available to it.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real credit note and its account context.
Questions about this workflow
Does this retrieve a specific credit note?
This action retrieves a list of credit notes. Use it for a scheduled review of the list.
Can Notis infer the customer context?
Notis should use only context available to the automation. Provide relevant Agile CRM account details if they are not otherwise available.
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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