Review refunds with proposal resolution context
Keep refund outcomes visible with a short scheduled review of related proposal context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
Refunds can close a billing issue without making the related proposal conversation or resolution easy to find later.
- List recent refunds from Stripe.
- Pair refund details with proposal context available to Notis.
- Surface unmatched records for later reconciliation.
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 how far back to review refunds and what proposal resolution context to summarize when available.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real refund and confirm the report contains useful context.
Questions about this workflow
Does the report guarantee every refund has a matching proposal?
No. A reliable match depends on identifiers and context available to Notis. Unmatched refunds should be listed as needing review.
Does this issue more refunds?
No. It lists and summarizes existing refunds for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.