Check invoice status against your cash collection goal
Let a scheduled run pull the invoices you need to review and return a concise summary with your collection goal context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Invoice follow-up can slip when you have to remember to inspect Stripe and compare it with a separate goal.
- See invoice data for a specified period in a scheduled report
- Keep collection reviews connected to a stated Beeminder goal
- Spot invoices that need your attention without repeated manual searches
Setup
Build it in a few focused steps.
- 1Connect Beeminder and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the cash collection review.
- 3In one instruction, specify the invoice period, relevant customer or status criteria if needed, and the Beeminder goal context to summarize against.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the invoice summary.
Questions about this workflow
Will the automation chase customers for payment?
No. This workflow retrieves invoice data and summarizes it in the run report. It does not send customer messages.
What if my collection target is not available to Notis?
Include the target or baseline in your instruction so the report has the context needed for comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beeminder to Stripe. A trigger fires from one place; an action lands in another.
Beeminder 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.
Beeminder and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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