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Look up invoice history during appointment support

Get billing history into the conversation without a separate manual search.

Trigger

Webhook received

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

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

A customer asking about appointment billing may leave you searching through invoice records by hand.

  • Reduce manual invoice searches.
  • Support faster billing follow-up.
  • Summarize returned invoice records with the booking request.

Setup

Build it in a few focused steps.

  • 1Connect Appointo and Stripe once in the Notis portal.
  • 2Create an automation for appointment invoice lookup.
  • 3Tell Notis to list Stripe invoices using the customer or other supported criteria included in the request and summarize relevant results.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real billing question.

Questions about this workflow

Can this find invoices using appointment dates?

Only if the Stripe list action supports the supplied criteria and the necessary values are available. Appointo's description does not specify appointment-to-invoice links.

Does it create or send an invoice?

No. This action lists existing invoices.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Appointo 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.

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

When this happens · Trigger

Do this · Action

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