Review active recruiting retainers with Ashby context
A scheduled review brings active Stripe retainers and available Ashby client activity together, helping your team spot accounts that may need attention.
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
Retainer renewals can slip when subscription records and current client context are reviewed in separate places.
- See subscription and recruiting context in one report
- Identify accounts for a human renewal review
- Avoid relying on memory for recurring account check-ins
Setup
Build it in a few focused steps.
- 1Connect Ashby and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list active Stripe subscriptions, compare them with available Ashby client activity, and report accounts that warrant a human renewal review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real client and confirm the report uses available records.
Questions about this workflow
Can the workflow decide to cancel a retainer?
No. This workflow only lists subscriptions and reports review candidates; a person should decide whether to change a subscription.
What if Ashby has no renewal date?
Notis should report that the date is unavailable rather than infer a renewal deadline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ashby to Stripe. A trigger fires from one place; an action lands in another.
Ashby 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.
Ashby and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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