Review relevant charges before answering billing questions
Use the billing question and available customer or transaction details from the meeting context to gather the relevant Stripe charges.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Reconstructing charge history after a call adds delay to a simple billing follow-up.
- Gather transaction context before responding.
- Use available filters and pagination to focus results.
- Reduce manual transaction searches after a call.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Stripe to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which charges to list using the customer or transaction details available in the meeting context and ask for a concise summary of relevant returned records.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real billing follow-up request containing useful identifying details.
Questions about this workflow
Will this retrieve every charge by default?
The action retrieves a list with filtering and pagination. Specify useful criteria in the webhook context and use valid cursors for additional pages if needed.
Does this charge the customer?
No. It lists existing charges.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Stripe. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma 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.