Bring Chaser overpayments into your regular review
Give customer overpayments a predictable place in your finance routine with a scheduled summary of available Chaser records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Overpayments
Returns paginated overpayments matching the selected filters.
Why this helps
Overpayments can be overlooked among campaign work, even when they could offset future invoices.
- Review overpayment records on a recurring schedule.
- Spot available credits for a future invoice check.
- Reduce the risk of leaving customer overpayments unnoticed.
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 list Chaser overpayments and summarize remaining credits for the finance review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and verify the summary against the returned overpayment records.
Questions about this workflow
Does AimTell provide the overpayment data?
No. Chaser supplies the overpayment records. AimTell has no listed triggers, so the workflow uses a Notis schedule.
Can the workflow apply credits to invoices?
No. This uses List Overpayments to prepare a review. Applying a credit requires a separate supported action and the necessary invoice details.
Can the report filter by customer or currency?
The action supports filtering, but the exact filter criteria should be specified in your instruction based on the details available 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.