Review Chaser credit notes from ClickUp tags
Bring the relevant Chaser credit note context into the ClickUp adjustment workflow.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Adjustment reviews require searching through credit notes after the task has already been flagged.
- Reduce finance searching
- Give reviewers the needed context
- Catch duplicate adjustments sooner
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Chaser in Notis once.
- 2Create an automation telling Notis to retrieve credit notes related to the tagged task and summarize possible matches.
- 3Pick the ClickUp Task Tag Updated trigger.
- 4Choose a report channel and test with one adjustment tag.
Questions about this workflow
Does this create or change a credit note?
No. It retrieves credit notes for review.
How can Notis find related records?
Include the invoice or customer reference in the task details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Chaser. A trigger fires from one place; an action lands in another.
Clickup triggers
Chaser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Invoice
Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Folder Created
Triggers when a new Folder is created.
Get Customer by ID
Tool to retrieve details for a specific customer by their external (source system) id. use after obtaining the external id when you need specific customer information.
Folder Deleted
Triggers when a Folder is deleted.
Get Customers
Tool to retrieve a list of all customers associated with the organization. use when you need to display or process complete customer contact and status information.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
List Created
Triggers when a new List is created.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
List Deleted
Triggers when a List is deleted.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Update Customer
Tool to update an existing customer's information using their unique externalid. use after confirming the customer's externalid. e.g., "update contactemailaddress for externalid cust abc123."
Connect any two apps with Notis in the middle.
Clickup and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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