Find the invoice behind a billing question
Get invoice context without losing time to repeated searches, and keep the next step clear when records are ambiguous.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Finding an invoice for a customer question can interrupt focused work and delay a useful answer.
- Retrieve invoices relevant to the customer or invoice reference in the message.
- Summarize returned invoice details for a response.
- Escalate unclear customer identity or invoice matches.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to find relevant Stripe invoices using customer details or invoice references in the email and summarize only returned information.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
- 5Test with one real invoice question and confirm the matching record.
Questions about this workflow
Will this create or send an invoice?
No. It lists invoices to provide context for a reply.
What if more than one invoice matches?
Ask Notis to show the matching records and flag the case for review rather than choosing without enough context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Stripe. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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