Keep refund reviews tied to revenue context
Bring recent refund records and recurring revenue insights into a single review for your billing team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
Refund follow-up gets fragmented when transaction details and revenue context require separate manual checks.
- Review existing Stripe refunds alongside available revenue context.
- Bring potentially notable records to attention.
- Keep refund investigation in a regular report.
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, with a prompt for refund review.
- 3Tell Notis to review Stripe refunds alongside available Baremetrics revenue insights and summarize records that may need investigation, including any missing context.
- 4Choose a recurring schedule, select the run report destination, and test with one real example.
Questions about this workflow
Does this workflow issue refunds?
No. It lists existing Stripe refunds for review and does not create or change refunds.
Can it determine why a refund happened?
Only if the reason is available in connected data or supplied in the request. The prompt should call out missing explanation rather than infer one.
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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