Prepare invoice follow-ups with ActiveTrail and Stripe
Get a focused list of invoice follow-ups informed by the campaign context your team already uses.
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 is easy to postpone when payment status and campaign details are spread across tools.
- Spot invoices that need attention
- Add relevant campaign context to the review
- Keep follow-up decisions in a single report
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 invoices to review and what available ActiveTrail context to include.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and verify the invoice results.
Questions about this workflow
Does this send invoice reminders?
No. It lists invoices and prepares a follow-up report. Sending reminders is not among the provided Stripe actions.
Can it match invoices to campaign recipients?
Only when enough identifying information is available from the connected apps. State the matching basis in the prompt and have Notis flag uncertain matches.
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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