Create Chaser credit notes from adjustment requests
Turn approved adjustment requests into traceable credit notes.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Credit Note
Tool to create a new credit note record in the organization. use after confirming invoice adjustments.
Why this helps
Credit requests remain in form inboxes while finance teams manually recreate them in billing tools.
- Speeds approved adjustments
- Preserves request context
- Reduces credit note entry errors
Setup
Build it in a few focused steps.
- 1Connect Typeform and Chaser once in the Notis portal.
- 2Create an automation that checks the request approval, confirms the related invoice, and creates a Chaser credit note with the submitted adjustment details.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where run reports should go.
- 5Test with one real approved request.
Questions about this workflow
Can unapproved requests create notes?
Tell Notis to stop and report any request without the required approval signal.
What if the invoice cannot be found?
The automation can report the unmatched request for review without creating a credit note.
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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