Find active subscriptions for canceled interview clients
When a client relationship ends, get a clear list of their active Stripe subscriptions to review.
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
A canceled client engagement can be easy to close in the interview workflow while its recurring billing remains overlooked.
- Brings canceled client records and active subscriptions into one review.
- Reduces the chance of overlooking recurring billing follow-up.
- Keeps subscription changes under human review.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe which canceled client records to check, how to match Stripe customers, and where to report active subscriptions for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one canceled client record and verify the reported subscription belongs to that customer.
Questions about this workflow
Will this cancel subscriptions automatically?
No. It lists subscriptions and reports matches for review. Decide whether to cancel a subscription after confirming the customer and billing arrangement.
What if canceled interviews are not the same as canceled client relationships?
Specify the exact status or condition that means a client engagement has ended. If Async interview does not provide that distinction, supply it in the data or use a separate review list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Stripe. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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