Schedule recurring Chaser credit note reviews
Keep adjustments visible with a recurring credit note review.
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 note activity is easy to miss when it is checked only after a problem appears.
- Improve adjustment visibility
- Support financial reviews
- Reduce surprise corrections
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Chaser in Notis once.
- 2Create an automation for recurring credit note reviews.
- 3Tell Notis to retrieve and summarize Chaser credit notes on your chosen schedule.
- 4Pick the Notis cron trigger and choose a report channel.
- 5Test with one immediate run and verify the report.
Questions about this workflow
Does this create or change credit notes?
No. This workflow retrieves credit notes and summarizes the returned records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Chaser. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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 Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
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.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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