Review subscriptions alongside proposal follow-ups
Put subscription status checks on a predictable schedule and review them with proposal context.
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
Billing status checks can get lost when they compete with client follow-ups and project work.
- Make subscription review a repeatable scheduled task.
- Bring Stripe subscription records into a focused review.
- Reduce the need to remember ad hoc billing checks.
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.
- 3Tell Notis to retrieve the Stripe subscriptions you want to review and summarize them with proposal context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real scheduled example and confirm the report contains the intended subscriptions.
Questions about this workflow
Can Notis automatically match subscriptions to proposals?
Only when useful matching context is supplied. The listed Stripe action retrieves subscriptions; proposal matching data is not guaranteed to be available.
Can I choose a subscription status filter?
Describe the review you want in your instruction. Only use criteria supported by the Stripe subscription retrieval action and available data.
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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