Add a Stripe balance check to campaign closeout
Include the current Stripe balance in a scheduled closeout report so campaign operations and account status are easier to review together.
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
Campaign wrap-up can require manually checking Stripe after reviewing Beaconstac activity.
- Put current Stripe balance details into a regular closeout report.
- Reduce tool switching during campaign wrap-up.
- Make it clear which campaign figures were provided and which came from Stripe.
Setup
Build it in a few focused steps.
- 1Connect Beaconstac and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for campaign closeout.
- 3In one instruction, ask Notis to retrieve the current Stripe balance and include only campaign context supplied or retrieved from Beaconstac.
- 4Choose the notis_cron trigger and set the schedule, then select where run reports should go.
- 5Test with one real closeout and review the reported balance and campaign context.
Questions about this workflow
Does the balance action calculate revenue for a specific QR campaign?
No. It returns current account balance details. Campaign attribution requires campaign-level data supplied or retrieved separately.
Can this compare the balance to a previous date?
Only if the earlier balance is supplied or stored in an available source. The action returns the current balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beaconstac to Stripe. A trigger fires from one place; an action lands in another.
Beaconstac 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.
Beaconstac and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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