Add current Stripe balance to monthly billing review
Start the monthly billing review with the current Stripe balance and the supporting documents you provide.
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
A monthly billing review can begin with outdated figures or require someone to stop and fetch the current balance.
- Include current balance details in a scheduled review.
- Reduce context switching during monthly billing checks.
- Keep the report alongside supplied billing context.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Stripe once in the Notis portal.
- 2Create an automation and describe that each run should retrieve the Stripe balance and review it alongside the billing documents provided.
- 3Choose a monthly schedule and a report channel.
- 4Test with one real billing document and the retrieved balance.
Questions about this workflow
Does the balance action predict future cash flow?
No. It retrieves current Stripe balance details. Forecasting requires additional data and assumptions supplied by you.
Can the workflow find billing documents itself?
Provide the documents or make them available to the automation for the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Stripe. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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