Prepare a Chaser credit note month end summary
Start reconciliation with the adjustments already organized.
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
Finance teams spend the first hours of close collecting credit note details from the billing system.
- Reduces close preparation time
- Highlights unusual adjustments
- Creates a repeatable close input
Setup
Build it in a few focused steps.
- 1Connect Chaser once in the Notis portal.
- 2Create an automation that retrieves the period's credit notes and summarizes totals, related context, and items requiring review.
- 3Pick the Notis recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real month end period.
Questions about this workflow
Does this perform accounting reconciliation?
It prepares a factual summary from Chaser; your finance process must provide any external ledger baseline.
Can I run it on a custom close date?
Yes. Set the recurring schedule to your close calendar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Chaser. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Chaser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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