Bring subscription details into renewal call preparation
Pair the meeting context with the relevant subscription ID and let Notis retrieve its Stripe details before a renewal discussion.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve subscription
Retrieves detailed information for an existing stripe subscription using its unique id.
Why this helps
Subscription terms and status can be hard to recall when renewal conversations require jumping between tools.
- See the identified subscription details before a renewal conversation.
- Cut down on searching through Stripe during call preparation.
- Keep the lookup tied to a supplied subscription ID.
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 that Notis should retrieve the supplied Stripe subscription and summarize returned details relevant to the meeting context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real renewal prep request and a valid subscription ID.
Questions about this workflow
Will this change or renew the subscription?
No. It retrieves subscription details for preparation.
What if the meeting notes mention multiple subscriptions?
Provide the intended subscription ID in the webhook request. If the correct record is unclear, have Notis report that instead of guessing.
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
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