Review credit notes and source adjustments together
Gather the credit note details and relevant AnyDB context into one concise reconciliation report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Retrieves credit notes.
Why this helps
Invoice adjustments can be difficult to follow when credit note records are stored separately from the decision and source data.
- Retrieve the Chaser credit note list for review.
- Compare available records with AnyDB adjustment details.
- Surface missing or mismatched information before changing a credit note.
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 relevant Chaser credit notes, compare them with AnyDB adjustment records, and report differences without updating records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real credit note and its corresponding source adjustment if available.
Questions about this workflow
Does this change credit notes?
No. It retrieves and compares information for review.
Can it identify a particular credit note?
This action retrieves a list. For a specific record, supply the credit note identifier and use the specific credit note lookup action.
Can it infer why a credit note was issued?
Only if the reason is included in Chaser or AnyDB data, or you provide it.
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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