Check remaining credit on selected Chaser overpayments
Bring remaining credit and overpayment status into your regular review with a focused lookup of the records you identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Overpayment
Returns overpayment details, remaining credit and status.
Why this helps
The available amount on a particular overpayment can be easy to miss when it is buried in account records.
- Retrieve details for selected overpayment records.
- Review remaining credit and status in a recurring check.
- Keep follow-up focused on known customer overpayments.
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 details for the overpayment IDs supplied and summarize remaining credit and status.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real overpayment ID and verify its details.
Questions about this workflow
What identifier can I use?
The action accepts an internal Chaser overpayment ID or an external ID with the ext_ prefix.
Can this search for all overpayments?
No. This workflow retrieves specified overpayments. Use the list action for a broader review.
Is this triggered by an AimTell event?
No. AimTell has no listed trigger events, so this workflow uses 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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