Review Cash Position Alongside the Sales Pipeline
Bring a current Stripe balance and your latest pipeline snapshot into one scheduled founder 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 may review cash and pipeline in separate places, making it harder to get a quick operating picture.
- Retrieve current Stripe balance details on a recurring schedule.
- Summarize pipeline information supplied by the team alongside the balance.
- Keep the report clear about which figures come from Stripe and which were supplied.
Setup
Build it in a few focused steps.
- 1Connect BlitzAPI and Stripe once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the Stripe balance and summarize it with the latest BlitzAPI pipeline snapshot provided by the team.
- 4Choose a recurring schedule and where run reports should go.
- 5Run once with a real pipeline snapshot and review the report.
Questions about this workflow
Does BlitzAPI provide the pipeline snapshot automatically on a schedule?
The available BlitzAPI capabilities listed here do not include trigger events. Provide the snapshot through the automation's available inputs or another established process; do not assume it is fetched automatically.
Is the Stripe balance a forecast?
No. Stripe provides current balance details. Any pipeline or forecast information must come from the supplied snapshot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Stripe. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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