Review recurring revenue alongside Basecamp client work
Bring subscription status into your regular client review so billing changes are easier to connect to active project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Subscription changes and client delivery can drift apart when teams review billing and projects at different times.
- See subscription status during the client work review
- Identify records that need a closer look
- Reduce context switching between billing and project tools
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 subscription review.
- 3Tell Notis to list Stripe subscriptions and summarize relevant Basecamp client work that can be matched from available information.
- 4Choose a recurring notis_cron schedule and select where run reports should go.
- 5Test with one real subscription and its related Basecamp project context.
Questions about this workflow
Will this change or cancel subscriptions?
No. The List subscriptions action retrieves records for review.
Can it match every subscription to a project?
Only when the available customer or project details support a reliable match. Ask Notis to call out records it cannot match.
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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