Include a Stripe balance snapshot in your monthly Bench review
One monthly report can bring together a fresh Stripe balance and the Bench findings you use to review performance.
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
Monthly review preparation takes longer when balance details must be gathered separately from benchmark results.
- Combines two useful monthly review inputs
- Avoids a separate balance lookup
- Delivers a concise report on a recurring cadence
Setup
Build it in a few focused steps.
- 1Connect Bench and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the monthly review.
- 3Ask Notis to retrieve the current Stripe balance and summarize it alongside the Bench performance results.
- 4Choose a monthly recurring schedule and select where run reports should go.
- 5Test with one real example and check the reported balance details.
Questions about this workflow
Does one monthly snapshot provide a month-end history?
No. It provides the current balance when the automation runs. Store earlier reports or supply a baseline to compare over time.
Can the workflow provide financial advice?
It summarizes returned data and does not provide financial advice or a cash forecast.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bench to Stripe. A trigger fires from one place; an action lands in another.
Bench 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.
Bench and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.