Handle a refund request after a proposal cancellation
Bring the refund step into the cancellation process with the transaction details at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Why this helps
Refund requests can linger while founders search for transaction details and repeat context across tools.
- Start a refund from a clear cancellation request.
- Target the transaction identified in the request.
- Reduce delay between a cancellation decision and billing follow-through.
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 create a refund for the charge or payment intent and amount included in the cancellation request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the refund details in Stripe.
Questions about this workflow
Can it issue a partial refund?
Yes, the action supports full or partial refunds. Include the intended amount and the transaction identifier in the request.
Can it decide how much to refund from proposal history?
Only if the cancellation request includes the decision and amount. Refund eligibility or policy cannot be inferred from unavailable proposal details.
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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