Review Stripe balance alongside proposal pipeline context
Get a brief financial pulse with current account balance and proposal context in one report.
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
Founders often check cash position and proposal pipeline separately, making it harder to see the business picture at a glance.
- Retrieve current Stripe balance details on a schedule.
- Include proposal context available through connected Bidsketch access.
- Put key financial and pipeline information in one run report.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what balance and proposal context to summarize, and to label unavailable data clearly.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real account review and confirm the report reflects the available data.
Questions about this workflow
Is the Stripe balance a revenue forecast?
No. It is a current balance snapshot. Proposal values and stages should be treated as separate context, not guaranteed future revenue.
What if proposal pipeline information is unavailable?
The report should say that the information could not be retrieved instead of inventing a pipeline total.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Stripe. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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