Make invoice review part of your appointment billing routine
Give billing follow-up a regular checkpoint that is easier to remember.
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 can slip when billing checks happen only after a customer asks.
- Create a regular invoice review habit.
- Summarize records returned from Stripe.
- Make billing follow-up easier to plan.
Setup
Build it in a few focused steps.
- 1Connect Appointo and Stripe once in the Notis portal.
- 2Create an automation for recurring invoice review.
- 3Tell Notis to list Stripe invoices using the filters you specify and summarize records that need follow-up.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one run and review the summary.
Questions about this workflow
Can it know which invoices relate to Appointo appointments?
Only if Stripe data or your supplied criteria can identify them. The available app descriptions do not specify an appointment link.
Will it send reminders or collect payment?
No. This workflow lists invoices for review. It does not send payment reminders or collect payment.
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.
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.
Appointo 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.