Review subscriptions alongside proposal status
Get a focused list of proposal and subscription situations that deserve a look.
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
Subscription activity and proposal status can live in separate places, making it easy to miss a billing follow-up.
- Retrieve Stripe subscription data on a recurring schedule.
- Use proposal status information available to Notis to identify records needing review.
- Send a concise report without requiring a daily manual check.
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 proposal and subscription situations to flag, and how to handle unavailable status context.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real customer or proposal example and review the report.
Questions about this workflow
Does this automatically fetch Bidsketch statuses?
Bidsketch has no trigger events in this package. The prompt can use status information available through the connected app access; if the needed status is unavailable, the report should identify the gap.
Can this cancel subscriptions based on proposal status?
This workflow is for review and reporting. Subscription cancellation is a consequential change and needs an explicit, carefully scoped instruction and reliable status context.
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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