Monthly credit note review, delivered automatically
First of each month, you get a complete report of all credit notes in Chaser. No missed adjustments, no accounting surprises.
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 and invoice adjustments accumulate in Chaser without regular review. Quarterly reconciliation reveals hundreds of dollars in untracked adjustments and scattered credits.
- Regular audit of all credit notes without manual checking
- Catch invoice adjustments and credits before they become accounting issues
- Consistent billing records and reconciliation
- Peace of mind knowing adjustments are tracked
Setup
Build it in a few focused steps.
- 1Connect Chaser to Notis.
- 2Tell Notis: 'On the first of every month, retrieve and show me all credit notes from Chaser'.
- 3Select 'Recurring Schedule (monthly)' as your trigger.
- 4Pick the first business day of the month for your audit.
- 5Notis delivers your credit note report each month -- review it for any adjustments or discrepancies.
Questions about this workflow
What information does Notis include in the credit note report?
Customer name, credit amount, reason, date created, and status for each credit note in Chaser.
Can I change the frequency from monthly?
Yes. Ask for weekly, bi-weekly, quarterly, or any schedule that fits your accounting process.
What should I do if I find errors in the credit notes?
Correct them directly in Chaser or ask Notis to help you bulk-update multiple credit notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Chaser. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
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.
Issue Created Trigger
Triggered when a new issue 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.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create Customer
Tool to create a new customer record in chaser. use after obtaining basic auth credentials.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
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.
Linear and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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