Bring charge details into campaign-related cases
Give customer or campaign questions a clear billing record to work from, with relevant context in one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Charge Details
Retrieves full details for an existing stripe charge using its unique id.
Why this helps
Resolving a customer question takes longer when the charge record and campaign history have to be found separately.
- Retrieve charge details for known cases
- Reduce time spent locating billing records
- Keep unmatched campaign context visible
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Tell Notis which Stripe charge ids or reliable customer identifiers to review and what available ActiveTrail context to include.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real case and confirm the retrieved charge is the intended one.
Questions about this workflow
Will this search every charge?
This action retrieves details for an existing charge using its unique id. Provide the charge ids or a reliable process for identifying them.
Can it resolve whether a charge belongs to a campaign?
Only when the available data supports a reliable match. Ask Notis to report uncertain or missing links.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Stripe. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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