Keep payment attempt context in your deal review
Surface payment intent details for customers connected to active Affinity opportunities, with unclear matches called out for a person.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List payment intents
Retrieves a list of stripe paymentintents, optionally filtered and paginated using paymentintent ids as cursors.
Why this helps
Payment attempts can be overlooked when deal owners have no simple view of activity outside the relationship pipeline.
- Add payment attempt context to an existing deal review.
- Focus investigation on relevant customers.
- Make missing or unclear associations easy to spot.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the payment intent review.
- 3Tell Notis which Affinity deals or customers to review, what payment intent filters to use, and to flag ambiguous matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known payment intent and verify the customer association.
Questions about this workflow
Does this confirm or retry payments?
No. It lists payment intents for review and does not change or confirm them.
Which payment intents will it review?
Describe the relevant filters and date range in your instruction. The action supports filtering and pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Stripe. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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