Review payment paperwork with current Stripe balance context
Bring current account balance details into a regular review of selected payment documents and related payment activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Founders can lose time gathering payment paperwork and account context separately for routine reviews.
- Gather current balance details in a scheduled run.
- Combine account context with selected document details.
- Send a concise operations summary to the chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for a scheduled payment operations review.
- 3Tell Notis which processed payment documents to summarize, retrieve the current Stripe balance, and clearly separate account details from document-derived details.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one processed document and compare the balance details with Stripe.
Questions about this workflow
Does this change the Stripe balance?
No. The action retrieves current balance details for the connected Stripe account.
Can the balance be attributed to a particular document?
No. Balance retrieval is account-level context. Ask Notis to keep it separate from amounts stated in source documents.
What documents should the review include?
Specify a clear scope for the processed payment documents in your prompt, such as a date window or a named batch.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Stripe. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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