Bring current Stripe balance into your finance review
See the connected Stripe balance in the same recurring review where you plan and track work in Basecamp.
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
Founders lose time switching tools to gather a basic cash position before reviewing upcoming work and commitments.
- Bring current balance details into a regular review
- Reduce manual tool switching before finance discussions
- Keep the report close to planning context
Setup
Build it in a few focused steps.
- 1Connect Basecamp and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the finance review.
- 3Tell Notis to retrieve the current Stripe balance and summarize it alongside any Basecamp finance review context provided.
- 4Choose a recurring notis_cron schedule and select where run reports should go.
- 5Test with one real review and confirm the report reflects the connected Stripe account.
Questions about this workflow
Is this a cash forecast?
No. It retrieves current balance details. Forecasts require additional assumptions or data that must be supplied separately.
Can this compare balance history?
The action returns current balance details. Historical comparison requires an external baseline or data supplied by the user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basecamp to Stripe. A trigger fires from one place; an action lands in another.
Basecamp 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.
Basecamp and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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