Keep customer overpayments visible in your finance review
See the Chaser overpayments that may need a closer look, without starting from a blank search.
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
Overpayment balances can be easy to overlook when they live outside the invoice follow-up routine.
- Makes remaining overpayment credit part of a recurring review.
- Helps identify records that may need manual finance attention.
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome from any channel.
- 3In one instruction, ask Notis to retrieve overpayments and summarize remaining credits and statuses for review.
- 4Choose notis_cron as the trigger and set the recurring schedule.
- 5Choose a report channel and test with one real overpayment review.
Questions about this workflow
Does this apply overpayments to invoices?
No. The action retrieves overpayment records for review; it does not offset invoices or change balances.
What does the summary rely on?
It can summarize remaining credit and status when those details are returned by Chaser.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Chaser. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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