Keep Stripe products aligned with proposal offerings
Make product catalog checks a regular part of keeping your commercial setup tidy.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List products
Retrieves a list of stripe products, with optional filtering and pagination; `starting after`/`ending before` cursors must be valid product ids from a previous response.
Why this helps
Product catalogs can drift from what is offered in proposals when updates happen in separate tools.
- Review Stripe product records on a predictable schedule.
- Spot potential gaps against supplied proposal offerings.
- Reduce manual catalog inspection.
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 Stripe products and compare them with proposal offering details you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify that the product review is accurate.
Questions about this workflow
Will this create missing products?
No. This workflow lists products and supports review. Creating products would require a separate, explicit workflow.
How does it know what is offered in proposals?
Provide the offering details or reference material in your instruction. The Stripe product list does not contain Better Proposals content by itself.
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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