Keep Basecamp billing contacts aligned with Stripe
Get a regular view of which project billing contacts already have a Stripe customer record and which ones need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Billing contacts can change in project discussions, leaving the team unsure whether Stripe has the right customer record.
- Review billing follow-ups in one report
- Find contacts that may need a Stripe customer record
- Reduce manual cross-checking between project notes and billing
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 give it a clear name.
- 3Tell Notis to review Basecamp project billing contacts, search Stripe customers by available details, and report likely matches plus unresolved gaps.
- 4Choose a recurring notis_cron schedule and select where run reports should go.
- 5Test with one real project and check the report before relying on the schedule.
Questions about this workflow
Does this edit Stripe customer records?
No. This workflow uses the List customers action to retrieve records and report matches or gaps.
Can it determine whether a contact changed?
Only if the relevant contact information is available in Basecamp and Stripe. Notis can report differences it can see, but it cannot infer missing history.
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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