Review credential program invoices in one scheduled report
Replace a broad invoice scan with a short report focused on billing you can tie to credential programs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Finding credential program charges in a stream of invoices can turn a quick finance check into a tedious search.
- Retrieve invoice data for a scheduled billing review.
- Focus attention on invoices that can be linked to credential programs.
- Keep the workflow read-only and send findings to a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for program invoice review.
- 3In one instruction, ask Notis to retrieve recent invoices and credential program details, summarize only reliably linked billing, and flag ambiguous items for review.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real invoice and certificate program reference, then check the summary.
Questions about this workflow
How does Notis know which invoices relate to credentials?
It can use identifiers or context present in the records or supplied in your instruction. If no reliable link exists, it should flag the invoice as ambiguous.
Does the workflow create or edit invoices?
No. It uses the Stripe invoice list action to retrieve invoices and prepare a review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Stripe. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Accredible certificates and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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