Clean up obsolete payment profiles
Remove outdated billing details promptly when an account change is confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Payment Profile
Tool to remove a specific payment profile from a client's account. Use when you need to delete a payment profile. Note: Client must have an active payment integration with Stripe to manage payment profiles.
Why this helps
Old payment profiles create confusion during billing and account maintenance.
- Reduce billing confusion
- Keep payment details current
- Process changes from one secure request
Setup
Build it in a few focused steps.
- 1Connect 1Password and Clientary in Notis once.
- 2Create an automation named Payment profile cleanup.
- 3Tell Notis to delete the specified Clientary payment profile only after the request identifies the client and profile.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with a safe profile before using the workflow.
Questions about this workflow
What prerequisite does Clientary have?
The client must have an active Stripe payment integration.
Can the workflow choose which profile to remove?
Yes, when the request provides the exact payment profile identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Clientary. A trigger fires from one place; an action lands in another.
1password triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
1password and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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