Turn confirmed billing adjustments into Chaser credit notes
Once an adjustment is confirmed, pass its details through a webhook and create the corresponding credit note in Chaser.
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
Confirmed adjustments can take extra handoffs to reach the billing record, delaying accurate account follow-up.
- Start credit note creation from a concrete adjustment handoff.
- Keep the adjustment details together with the Chaser record.
- Cut down on manual copying after confirmation.
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 create a Chaser credit note from the confirmed adjustment details supplied in the webhook.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real confirmed adjustment and review the created credit note.
Questions about this workflow
Can this workflow decide whether an adjustment is valid?
No. The webhook should represent a confirmed adjustment. The workflow acts on the details it receives.
What if the invoice details are missing?
Supply the required invoice and adjustment information in the webhook or instruction. Notis cannot infer values that the source does not provide.
Is there an AimTell event trigger for adjustments?
No native AimTell trigger is listed. A Notis webhook starts this automation.
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.