Review invoices with Apilio service context
Bring invoice records and service context into one scheduled report so billing follow-up is easier to keep moving.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Invoice follow-up gets delayed when you have to cross-check service context and billing records by hand.
- Review invoice records on a recurring schedule.
- Pair billing history with the Apilio context you specify.
- Identify invoices that need a person to follow up.
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 Stripe invoices and Apilio service context to review, including any date range or decision rule.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real invoice example and adjust the instruction.
Questions about this workflow
Can the workflow decide which invoices are overdue?
Specify the status or due-date rule you want applied. The workflow should rely on returned invoice details and the rule you provide.
Does this create or update invoices?
No. It lists invoices for review.
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
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.