Know the remaining credit on a selected overpayment
Get a clear view of a known overpayment's remaining credit before planning the next account action.
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 team can lose time tracking down how much of a customer's overpayment remains available to offset invoices.
- Retrieve a specific overpayment by internal or external ID.
- Summarize the remaining credit returned by Chaser.
- Pair the result with AnyDB context when the source provides it.
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 and report its remaining credit with relevant supplied AnyDB context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real overpayment ID and verify its remaining credit.
Questions about this workflow
Can the lookup use an external ID?
Yes. The action accepts internal IDs and external IDs prefixed with ext_.
Does the workflow offset an invoice?
No. It retrieves overpayment details for review; it does not apply credit to invoices.
What if the source does not identify the overpayment?
Provide an overpayment ID in AnyDB or your instruction. Notis cannot identify the intended record without one.
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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