Carry approved credit notes into Chaser
Turn a reviewed adjustment batch into current Chaser credit note records with a single webhook run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Bulk Upsert Credit Notes
Creates or updates up to 100 credit notes, matching existing records by ID.
Why this helps
Credit note updates can get lost between an adjustment review and the collections system, leaving invoice balances unclear.
- Process up to 100 credit notes in one request.
- Match existing notes by credit_note_id or id.
- Create or update only records represented in the approved source batch.
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 approved credit note records supplied by AnyDB, matching by credit note ID.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real approved credit note and confirm the Chaser record.
Questions about this workflow
How does Chaser match the credit notes?
The bulk upsert action matches by credit_note_id or id.
Can Notis decide whether an adjustment is approved?
Only if AnyDB provides an approval field or you state an explicit decision rule. Otherwise, supply only reviewed records.
How many notes can be sent at once?
The bulk action supports up to 100 credit notes per request.
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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