Reconcile customer overpayment records
See the overpayment records that may need attention without checking both systems one by one.
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
Available credits can be hard to trust when the payment record and the collections record are not reviewed together.
- Retrieve overpayments with available Chaser filters.
- Compare current values with AnyDB data when provided.
- Produce an exception report before making credit changes.
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 list the relevant Chaser overpayments, compare them with AnyDB records, and report discrepancies without changing records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real overpayment and check its remaining credit against the source record.
Questions about this workflow
Can this see remaining credit?
The list action supports filtering by remaining credit, and the detailed overpayment action can retrieve remaining credit for an identified record.
Will discrepancies be corrected automatically?
No. This version reports discrepancies for review.
Does it compare with past values?
Only when a past snapshot or baseline is supplied. Otherwise, it compares the current records available at run time.
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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