Review invoice customer details on a schedule
Set a regular review of invoice details Affinda has processed and retrieve the corresponding Stripe customer for a focused check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Small customer detail mismatches often go unnoticed when there is no reliable review routine.
- Create a predictable review point for processed invoice details.
- Retrieve full Stripe customer information for comparison.
- Summarize discrepancies for follow-up in run reports.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for scheduled invoice-to-customer review.
- 3Tell Notis which processed invoices and customer identifiers to review, retrieve the matching Stripe customer, and report differences without changing records.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one processed invoice and verify the retrieved Stripe customer.
Questions about this workflow
Does this workflow update customer records?
No. It retrieves customer details for review. Use a separate instruction and update action if you want to change records.
Where do the processed invoices come from?
Your prompt must identify how Notis should access the Affinda-processed documents. The schedule itself only starts the run.
What should the report include?
Ask for the invoice identifier, the customer match used, and any differences that need human follow-up.
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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