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Bring Stripe subscription status into Apollo renewal reviews

Before renewal conversations, get the relevant Stripe subscription context beside the Apollo accounts your team is tracking.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List subscriptions

Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.

Why this helps

Renewal prep means switching between account notes and billing details, making it easy to miss a subscription status change.

  • Bring billing context into a single renewal review.
  • Highlight accounts needing follow-up based on available subscription status.
  • Reduce last-minute searching across sales and billing tools.

Setup

Build it in a few focused steps.

  • 1Connect Apollo and Stripe once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for renewal preparation.
  • 3Tell Notis to compare the supplied Apollo renewal accounts with relevant Stripe subscriptions and summarize status or missing matches for review.
  • 4Choose the recurring schedule and where run reports should go.
  • 5Test with one real renewal example and verify the subscription context.

Questions about this workflow

Does this workflow update subscriptions or accounts?

No. It reviews subscription data and reports the relevant context. Use an explicit, separately authorized workflow for changes.

What does the recurring run need?

It needs the Apollo accounts or renewal list and enough details to find the associated Stripe customer or subscription. Any unavailable account-to-customer relationship must be supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Apollo to Stripe. A trigger fires from one place; an action lands in another.

Apollo triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Apollo and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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