Get a scheduled Stripe balance snapshot
Know what Stripe reports as available and pending without opening another dashboard.
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
A founder can lose time checking account balances across tools before making routine decisions.
- See current available and pending balance details in one report.
- Build a consistent check-in routine.
- Keep the summary close to your other Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Stripe once in the Notis portal.
- 2Create an automation named Stripe balance snapshot.
- 3Tell Notis to retrieve the current Stripe balance and summarize its available and pending details without treating it as a forecast.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Is the balance a cash forecast?
No. It reports Stripe's current balance details, not future income or obligations.
Can this include ApptiveGrid projections?
Only when you provide relevant projection data or it is available in the connected context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Stripe. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.