Track a batch of customer overpayments in Chaser
Capture confirmed overpayment records together so available credits are tracked for future invoice work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Overpayments
Creates or updates up to 100 overpayment records, matching existing records by ID.
Why this helps
Overpayment details arriving in a batch can be delayed or lost while attention shifts back to campaign and customer work.
- Create or update up to 100 overpayments in one operation.
- Match records by overpayment ID.
- Keep customer overpayment information organized for future invoices.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Chaser once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to bulk upsert the overpayment records supplied in the webhook, matching them by overpayment ID.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real, verified overpayment batch and review the results.
Questions about this workflow
What should the webhook contain?
Include the overpayment records and their identifiers along with the available customer and amount details.
How many records can the action process?
The bulk upsert action supports up to 100 overpayments in a single operation.
Does this apply overpayments to invoices?
No. It records or updates overpayments for tracking. The supplied data must be accurate and customers should exist in Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Chaser. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Chaser.