Turn refund reviews into customer care follow-up
Make refund reviews easier to act on by pairing Stripe refund records with the ActiveTrail information available to your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
A refund can be processed while the customer care follow-up is still sitting in someone's queue.
- Bring refund records into a regular review
- Identify possible follow-up needs
- Keep customer context close to the billing event
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 provide a name and prompt.
- 3Tell Notis which refunds to list and what ActiveTrail context should inform a customer care review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and check the report.
Questions about this workflow
Does this create refunds?
No. It lists refunds and prepares a review report. It does not issue or modify refunds.
Can it determine why a customer requested a refund?
Only if that reason is available in the connected data or supplied in the request. Otherwise, the report should state that the reason is unknown.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.