Get the full credit note before deciding what to do
Bring the credit note details into the review before you decide whether any change is needed.
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
A billing review takes longer when someone has to search for a credit note and gather its details manually.
- Retrieve a full credit note record for a specific review.
- Support a decision with the available credit note details.
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 retrieve the Chaser credit note identified in the request and summarize details relevant to the Agility CMS billing review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example using a known credit note ID.
Questions about this workflow
Which credit note IDs can this look up?
The action accepts internal Chaser IDs and external credit note IDs with the ext_ prefix.
Does retrieving the credit note change it?
No. This action retrieves detailed information for review.
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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