Keep confirmed customer overpayments visible
Carry a verified overpayment into Chaser so the available credit is easier to track against future invoices.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Overpayments
Creates or updates up to 100 overpayment records, matching existing records by ID.
Why this helps
An overpayment recorded in one system can be overlooked when the team later needs to understand a customer's available credit.
- Bulk upsert up to 100 overpayment records in one request.
- Keep overpayment records associated with the supplied customer identifiers.
- Reduce manual recreation of payment records across systems.
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 bulk upsert the confirmed overpayment records supplied by AnyDB using their overpayment IDs and customer details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real, confirmed overpayment for a customer that exists in Chaser.
Questions about this workflow
Must the customer already exist in Chaser?
Yes. The overpayment action requires the customer to exist in Chaser before the record is created.
How are existing overpayments matched?
The bulk upsert action matches by overpayment_id.
Can the workflow decide that a payment is an overpayment?
Only if AnyDB supplies that classification or you define a reliable rule. Do not infer the fact from incomplete payment data.
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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