Get Stripe balance context from a finance email
When a finance question lands, bring the current Stripe balance into view and keep the response grounded in returned account data.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
A quick finance check can pull you away from other work while you open Stripe and find the right account view.
- Retrieve current balance details for a relevant finance email.
- Reduce manual context switching for routine account checks.
- Keep reported figures tied to the data Stripe returns.
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 retrieve the Stripe account balance for an explicit balance inquiry and summarize the returned details.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
- 5Test with one real finance email and verify the summary against Stripe.
Questions about this workflow
Can this show an individual customer's balance?
No. The action retrieves the connected Stripe account's current balance details.
Will the result stay current?
It reflects the data returned when the workflow runs; it is not a continuous balance monitor.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.