Keep recent Stripe charges visible for billing review
Put charge review on your calendar so transaction follow-up does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Recent charges can be hard to keep track of when founders move between client delivery and finance tasks.
- Review recent transaction activity on a consistent cadence.
- Summarize charges with billing context you provide.
- Keep charge follow-up from getting lost among other work.
Setup
Build it in a few focused steps.
- 1Connect Better Proposals and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Ask Notis to retrieve recent Stripe charges and summarize them for proposal billing review using context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check the charges and summary.
Questions about this workflow
Can it identify which charge came from which proposal?
Only when the relationship is supplied in your context or available in the returned data. Do not assume proposal attribution is included.
Can I review a specific time period?
Describe the period in your instruction using criteria supported by the action, then validate the returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Better proposals to Stripe. A trigger fires from one place; an action lands in another.
Better proposals 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.
Better proposals and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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