Schedule recurring Chaser credit note reviews
Keep invoice adjustments visible with a short recurring credit note report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Credit Notes
Tool to retrieve a list of credit notes. use after authenticating this detail.
Why this helps
Credit notes can be created correctly yet remain unnoticed during financial reviews.
- Spot adjustments sooner
- Support regular reconciliation
- Reduce spreadsheet chasing
Setup
Build it in a few focused steps.
- 1Connect Chaser in Notis once.
- 2Create an automation named Scheduled Chaser Credit Note Review.
- 3Tell Notis to retrieve credit notes for the scheduled review period and summarize items that need follow-up.
- 4Choose a recurring schedule as the trigger.
- 5Select a report channel, then test with one real run.
Questions about this workflow
Can Notis focus on a review period?
Yes. Include the period or other available criteria in the instruction.
What if no credit notes are found?
Ask Notis to send a concise no-items report so the review is still accounted for.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Chaser. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
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.
Coda and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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