Carry a reviewed billing change into the credit note
Turn a confirmed review outcome into a focused update, with the credit note identified before any change is made.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Credit Note
Updates an existing credit note’s details, such as its amount, status or customer.
Why this helps
A reviewed billing change can linger in a task or conversation without making it into the credit note record.
- Apply a confirmed review decision to the intended credit note.
- Keep review outcomes from becoming forgotten follow-up tasks.
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 identify the Chaser credit note from the request and apply only the confirmed fields supplied for the Agility CMS related billing review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example using a known credit note and confirmed changes.
Questions about this workflow
Are all update fields required?
No. The update credit note action lists all fields as optional, but the credit note identifier is needed.
Will this workflow decide the adjustment itself?
No. The request should contain the confirmed review outcome and intended changes.
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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