Review customer payment methods with Apilio account context
Make payment method checks part of a focused review, using the customer and Apilio context that explains why follow-up matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Payment method questions can stall service follow-up when the billing details are not easy to retrieve.
- Retrieve payment methods for the customers you specify.
- Use Apilio context to prioritize follow-up.
- Keep payment method review in a recurring report.
Setup
Build it in a few focused steps.
- 1Connect Apilio and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which customer payment methods to retrieve and how Apilio context should guide the summary.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real customer example.
Questions about this workflow
Can the workflow add a new payment method?
No. It lists payment methods for a specified customer.
What does the schedule need to know?
Specify which customers or criteria to review. A customer ID is needed for each customer lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Stripe. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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