Make your Stripe funds check-in easy to scan
Get a concise, recurring balance check-in prepared before you sit down to review the numbers.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
A financial check-in loses momentum when the information has to be gathered and formatted first.
- Retrieves current Stripe balance details.
- Prepares a concise check-in document with Api2pdf.
- Reduces prep time for a recurring finance review.
Setup
Build it in a few focused steps.
- 1Connect Api2pdf and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to retrieve current Stripe balance details and prepare a concise check-in PDF using Api2pdf.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and ensure the figures match the connected Stripe account.
Questions about this workflow
Does this show all cash across my business accounts?
It shows the connected Stripe account's balance details returned by Stripe.
Can it compare the balance with a target?
Yes, if you provide the target. The balance action does not supply your business planning target.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api2pdf to Stripe. A trigger fires from one place; an action lands in another.
Api2pdf 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.
Api2pdf and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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