Review payment method readiness for upcoming billing
Make the next billing conversation easier with payment method context ready to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Billing readiness checks become a last-minute scramble when payment method context is not easy to find.
- Makes payment method availability easier to check
- Supports proactive billing preparation
Setup
Build it in a few focused steps.
- 1Connect Bika and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to list payment methods for the specified Stripe customer ids and summarize available types in Bika.
- 4Choose notis_cron as the trigger and set the schedule and customer scope.
- 5Choose a report channel, then test with one real customer example.
Questions about this workflow
Can the workflow discover which customers need review?
The instruction needs a customer list or another defined scope. The payment method action requires a customer id.
Does this charge the payment method?
No. It retrieves payment method records for review and does not initiate payment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bika.ai to Stripe. A trigger fires from one place; an action lands in another.
Bika.ai 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.
Bika.ai and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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