Keep agreement and subscription reviews on a schedule
Set a recurring review for agreement records that include Stripe subscription IDs, then use the run report to spot items needing attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Subscription checks can fall off the list when agreement follow-up has no regular review point.
- Create a regular checkpoint for agreement-linked subscriptions.
- Retrieve current details for supplied subscription IDs.
- Keep review follow-up visible through run reports.
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 Stripe details for subscription IDs supplied with the agreement review records.
- 3Choose a recurring schedule and a report channel.
- 4Test with one real agreement record that includes a subscription ID.
Questions about this workflow
Does the schedule find agreement records by itself?
Only data made available to the automation can be used. Provide the agreement records and subscription IDs for the scheduled run.
Does the workflow change subscriptions?
No. It retrieves subscription details 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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