See balance and recurring revenue in one snapshot
Pair current Stripe balance details with revenue analytics to make routine finance check-ins quicker.
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 finance snapshot takes longer when available balance and recurring revenue context must be gathered separately.
- Bring current Stripe balance details into a scheduled report.
- Include available Baremetrics recurring revenue context.
- Reduce repeated app switching during finance check-ins.
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Stripe once in the Notis portal.
- 2Create a named automation in Automations, New Automation, and describe the finance snapshot.
- 3Tell Notis to retrieve Stripe balance details and summarize them alongside available Baremetrics recurring revenue insights, clearly distinguishing balance from revenue metrics.
- 4Choose a recurring schedule, select where run reports should go, and test with one real example.
Questions about this workflow
Is Stripe balance the same as recurring revenue?
No. Ask Notis to report them as separate measures and avoid treating current balance as revenue.
Can I choose the report cadence?
Yes. Select a recurring schedule as the automation trigger in the Notis flow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Stripe. A trigger fires from one place; an action lands in another.
Baremetrics 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.
Baremetrics and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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