Include Stripe balance in your recurring appointment operations review
Give your regular operations check-in a quick view of Stripe balance details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Founders may need to open another dashboard just to see current balance context during a routine review.
- Add a recurring balance checkpoint to operations.
- Reduce dashboard switching during review.
- Send run reports to a chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Appointo and Stripe once in the Notis portal.
- 2Create an automation named for the recurring operations review.
- 3Tell Notis to retrieve the current Stripe balance and summarize the returned details for your review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one run and review the report.
Questions about this workflow
Does this calculate appointment revenue?
No. It retrieves the connected Stripe account's current balance. Appointment-level attribution is not specified by the available app descriptions.
Can it run on a recurring schedule?
Yes. Select a Notis cron schedule when creating the automation.
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
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