Review Stripe subscriptions against signed contract records
Give recurring billing a lightweight check against the agreements that govern it.
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 records and signed contract references can drift apart between manual reviews.
- Create a repeatable subscription review
- Surface records that need a human decision
- Reduce reliance on remembering a manual check
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Stripe once in Notis.
- 2Create an automation and describe which supplied contract references and subscription criteria to review.
- 3Pick a Notis cron trigger and choose where run reports go.
- 4Set a recurring schedule and have Notis report subscriptions needing attention.
- 5Test with one real contract reference and review the report.
Questions about this workflow
Can Notis infer which subscription belongs to each contract?
Only if the relevant reference is available in the records or supplied in the instruction or request. Otherwise, provide the relationship or ask for exceptions to be reported.
Does the scheduled check change subscriptions?
No. This workflow reviews subscription data and reports findings; it does not update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Boldsign to Stripe. A trigger fires from one place; an action lands in another.
Boldsign 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.
Boldsign and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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