See Stripe balance alongside credential operations context
Bring a current balance snapshot into the same scheduled report you use to review certificate operations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Checking cash position and credential operations separately adds context switching to a routine founder review.
- Retrieve current Stripe balance details for a recurring report.
- Put cash context near certificate operations information.
- Reduce separate checks during an operations review.
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 the combined operations report.
- 3In one instruction, ask Notis to retrieve the current Stripe balance and summarize the requested available certificate operations context, labeling the balance as account-wide.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the balance context is clearly labeled.
Questions about this workflow
Does the Stripe balance represent certificate revenue only?
No. The balance action retrieves the connected Stripe account's current balance details. Attribute amounts to certificates only if separate data supports that conclusion.
Can this report use a custom financial baseline?
Only if you provide the baseline. The connected apps do not provide your internal forecast or target by default.
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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