Review refund activity against signed amendments
Keep refund follow-up connected to the signed changes behind it.
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 and contract amendments can be reviewed in separate places, obscuring what still needs attention.
- Make refund review easier to repeat
- Surface refunds without a supplied amendment reference
- Keep findings in a run report for follow-up
Setup
Build it in a few focused steps.
- 1Connect BoldSign and Stripe once in Notis.
- 2Create an automation and describe which refund activity and amendment references to compare.
- 3Pick a Notis cron trigger and choose where run reports go.
- 4Set the recurring schedule and ask Notis to report potential follow-ups.
- 5Test with one real refund and its amendment reference.
Questions about this workflow
Does this workflow issue refunds?
No. It lists refunds for review and does not create or change them.
What does it need to compare a refund to an amendment?
Provide the amendment reference or another reliable relationship in the available data. If none is available, the report should say so.
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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