Create a Chaser credit note from approved Trello activity
Record approved billing adjustments while the context is still visible in your project workflow.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Credits are easy to postpone when adjustment approvals live in project activity instead of billing records.
- Record credits closer to approval
- Reduce missed billing adjustments
- Preserve the reason and source activity
Setup
Build it in a few focused steps.
- 1Connect Trello and Chaser in the Notis portal.
- 2Create an automation telling Notis which activity confirms an approved adjustment and to create the matching Chaser credit note.
- 3Pick Trello New Activity Trigger as the trigger.
- 4Choose where reports go and test with one approved adjustment activity.
Questions about this workflow
Can Notis create a credit for any activity?
Instruct it to act only when the activity contains the required approval, customer, invoice, and adjustment details.
What if the invoice reference is missing?
Have Notis report the activity for review instead of creating the credit note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Chaser. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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 Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
Get Organization
Tool to retrieve information about the connected organizations. use when you need organization ids, currency, timezone, or legal details before other operations.
New Card Trigger
Triggered when a card is created in the specified board
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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