Append payment review notes
Leave a clear record of what the latest payment review found.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Why this helps
Review outcomes disappear when they are not recorded beside the invoice.
- Preserves review history
- Makes handoffs clearer
- Reduces repeated investigation
Setup
Build it in a few focused steps.
- 1Connect Chaser and Airtable once in the Notis portal.
- 2Create an automation for payment review notes.
- 3Tell Notis to review the specified Chaser invoice and add a concise dated comment to its Airtable record with findings and next action.
- 4Choose the notis_cron trigger and set the cadence.
- 5Choose a report channel and test with one invoice.
Questions about this workflow
Can the note include a next action?
Yes. Ask Notis to include the recommended next action in the comment.
What if the Airtable record is missing?
Instruct Notis to report the missing record rather than creating one unless that is your intended outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chaser to Airtable. A trigger fires from one place; an action lands in another.
Chaser triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Chaser and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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