Create Chaser credit notes from confirmed adjustments
Turn an agreed billing correction into a clear credit note record.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Credit decisions can remain in call summaries while the invoice still shows the old amount.
- Records approved adjustments promptly
- Keeps credit creation tied to a specific invoice
- Reduces billing correction backlog
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Chaser in Notis.
- 2Create an automation telling Notis to create a credit note only after a confirmed adjustment and matching invoice are identified.
- 3Pick Fireflies Transcription Complete.
- 4Choose where run reports should go.
- 5Test with one transcript containing an explicit credit decision.
Questions about this workflow
What if the adjustment is still under discussion?
Instruct Notis to leave Chaser unchanged and report the item for approval.
Can it create a credit note without an invoice reference?
Require a reliable invoice identifier, or have Notis stop and request clarification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Chaser. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
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.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
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.
Fireflies and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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