Turn profile changes into confirmed credit notes
Handle billing corrections while the profile change is still fresh.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Profile corrections can leave an invoice inaccurate until someone manually raises a credit note.
- Resolve confirmed corrections faster
- Keep adjustment context connected
- Reduce missed credit note work
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Chaser once in Notis.
- 2Create an automation that checks for a confirmed invoice adjustment after a profile update and creates the credit note.
- 3Pick the Mailchimp Profile Update Trigger.
- 4Select a report channel and test with one real profile correction.
Questions about this workflow
Will every profile update create a credit note?
No. Instruct Notis to act only when a confirmed billing adjustment is present.
Can it adjust an invoice first?
The action is Create Credit Note, so include the confirmed adjustment details and report any missing invoice context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Chaser. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
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.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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