Keep selected Chaser credit note details close at hand
Get the details of known credit notes in your recurring review, without searching through billing records each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Note by ID
Returns details for one credit note.
Why this helps
Credit note details are easy to lose track of when adjustments need follow-up across several customer and campaign tasks.
- Retrieve complete details for a selected credit note.
- Review known credit note records on a predictable cadence.
- Make adjustment follow-up easier to resume.
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 retrieve the credit note IDs supplied and summarize the available details for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real credit note ID and verify the returned details.
Questions about this workflow
Which credit note IDs are supported?
The action accepts internal Chaser IDs and external credit note IDs with the ext_ prefix.
Does this create or update credit notes?
No. This workflow retrieves details for review.
Does AimTell provide a credit note trigger?
No. AimTell has no listed triggers, so this workflow runs on a Notis schedule.
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
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