Review recent Stripe charges with AgencyZoom context
Get a scheduled view of recent charges to support sales and billing follow-up, without opening multiple tools first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Founders can lose time reconciling recent payments with agency follow-ups across separate systems.
- Put recent charge activity into a scheduled review.
- Surface payment follow-up candidates for a human to assess.
- Reduce time spent switching between sales and transaction records.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the scheduled charge review.
- 3Tell Notis to retrieve recent Stripe charges and summarize them with the AgencyZoom context or baseline you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the summary for useful context.
Questions about this workflow
Can Stripe charges be matched to AgencyZoom records automatically?
Only when the retrieved charge details and the AgencyZoom context include a reliable shared identifier. Provide that context or identifier in your instruction.
Can this workflow decide whether a payment is overdue?
Only if you supply the relevant due date or baseline. A charge list alone does not establish an AgencyZoom policy or payment deadline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Stripe. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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