Give invoice follow-up a recurring review point
Set a regular invoice review using the billing documents and criteria you provide, then receive the results in your run report.
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
Invoice follow-up can become a scattered manual task when billing documents and payment records are reviewed separately.
- Make invoice review part of a repeatable routine.
- Bring Stripe invoice data into the scheduled run.
- Use user-provided billing documents and criteria as review context.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Stripe once in the Notis portal.
- 2Create an automation and describe which Stripe invoices to retrieve and how to review them against the supplied billing documents.
- 3Choose a recurring schedule and a report channel.
- 4Test with a real billing document and a small invoice result set.
Questions about this workflow
Can the workflow infer which documents to compare?
Not unless those documents are provided to the automation. Supply the billing records and review criteria.
Does this change or send invoices?
No. The selected action lists invoices for review.
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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