Turn a confirmed billing adjustment into a credit note
Move a confirmed adjustment into Chaser with a focused request, so the billing correction is not left in a separate workflow.
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
A confirmed billing adjustment can get stuck as a note in the publishing process instead of becoming a recorded credit note.
- Convert an adjustment request into a Chaser credit note.
- Keep the origin of the billing change tied to the request.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Chaser credit note from the confirmed adjustment details supplied in the request, including the correct invoice context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example for a confirmed invoice adjustment.
Questions about this workflow
When should this workflow run?
Use it after confirming the invoice adjustment. The credit note action is intended for confirmed invoice adjustments.
Does Agility CMS send an event to start it?
No Agility CMS trigger events are listed. An HTTP request to the Notis webhook starts the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Chaser. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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