Retrieve a payment intent for a Bolna support call
Give your team a direct view of an identified payment intent when a billing question comes in.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve payment intent
Retrieves a paymentintent by its id; `client secret` is required if a publishable api key is used.
Why this helps
Payment questions take longer when support has to search for the right transaction during a call.
- Look up a payment intent by its id
- Prepare relevant transaction context for a support call
- Report when account access requires additional credentials
Setup
Build it in a few focused steps.
- 1Connect Bolna and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the payment lookup.
- 3In one instruction, tell Notis to retrieve the identified payment intent and summarize details relevant to the caller's question.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the result against the Stripe record.
Questions about this workflow
What information is required to retrieve a payment intent?
The action requires the payment intent id. If a publishable API key is used, a client secret is also required.
Does retrieving the intent change it?
No. This action retrieves details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bolna to Stripe. A trigger fires from one place; an action lands in another.
Bolna 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.
Bolna and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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