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Notis

Check billing adjustments when event plans change

A changed event can affect the terms behind a billing adjustment. Ask Notis to retrieve credit notes and present the records relevant to your stated customer or invoice.

Trigger

Event Updated

Triggers when an existing Google Calendar event is modified. Returns the event ID, change type, and the specific fields that changed with their previous and new values.

Action

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

Why this helps

A changed plan may leave billing adjustments hard to reconcile with the current calendar details.

  • Creates a review point for credit notes after event changes.
  • Uses changed fields as context while keeping matching rules explicit.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Chaser once in the Notis portal.
  • 2Create an automation in Notis, or tell Notis the outcome in plain language from any channel.
  • 3Describe: when relevant event fields change, retrieve Chaser credit notes connected to the customer or invoice I specify and summarize them for review.
  • 4Pick the Google Calendar Event Updated trigger and choose where run reports go.
  • 5Test with one real event change and verify the credit note results.

Questions about this workflow

Can changed calendar fields identify the relevant credit note?

The trigger provides changed fields and their previous and new values, but not a credit note relationship. Specify the customer or invoice matching rule.

Can this create a credit note for the new plan?

No. This workflow retrieves credit notes for review. Creating one requires confirming the invoice adjustments and using the separate create action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Chaser. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Chaser actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Invoice

Tool to create a new invoice record in the organization. use after ensuring the customer exists in chaser.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Credit Notes

Tool to retrieve a list of credit notes. use after authenticating this detail.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

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.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

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.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Get Organization

Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Create Credit Note

Tool to create a new credit note record in the organization. use after confirming invoice adjustments.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

Create Customer

Tool to create a new customer record in chaser. use after obtaining basic auth credentials.

ActionInstant

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

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."

ActionInstant

Connect any two apps with Notis in the middle.

Google Calendar and Chaser, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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