Create Chaser credit notes from Google Slides adjustments
Turn an approved adjustment slide into a properly recorded credit note.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Credits agreed during finance reviews can be missed when the decision and accounting record live in different places.
- Captures approved adjustments promptly
- Keeps credit decisions tied to their context
- Reduces correction backlog
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Chaser in Notis.
- 2Create an automation describing how to recognize a confirmed credit adjustment and its invoice.
- 3Pick New Slide Added, choose a report destination, and include a test instruction.
- 4Run the automation with one real adjustment slide.
Questions about this workflow
Does the slide need an invoice reference?
Yes. Provide the invoice identifier or a reliable instruction for finding it before creating the credit note.
Can unapproved adjustments create credits?
Your instruction can require explicit approval language before any credit note is created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Chaser. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
Google Slides and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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