Update a verified customer credit record
Carry an approved adjustment into the right overpayment record with its identifier checked first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Overpayment
Updates an overpayment’s remaining credit, status or other details.
Why this helps
A confirmed correction to remaining credit can be missed when the accounting record and collections record are maintained separately.
- Retrieve the overpayment before updating it.
- Apply only values supplied in the approved source change.
- Catch missing record IDs before any adjustment is made.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Chaser once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the identified Chaser overpayment, confirm it exists, then update only the approved fields supplied by AnyDB.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real reviewed adjustment and verify the resulting overpayment record.
Questions about this workflow
What identifier is used?
The action supports an internal overpayment ID or an external ID with the ext_ prefix. Confirm the exact identifier from your source.
Can it update remaining credit?
The update action supports remaining credit as an optional field. Supply the approved value explicitly.
Will it create a missing overpayment?
No. This workflow retrieves and updates an existing record. A missing record should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Chaser. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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