Build a Bolna follow-up list from Stripe customers
Give Notis the customer criteria and follow-up context, then receive a concise call list on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Finding the right customers to call can mean switching between billing records and call notes.
- Collect customer records for a planned outreach pass
- Keep the call list focused on your stated criteria
- Surface records that lack useful contact details
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 follow-up task.
- 3In one instruction, describe which Stripe customers to review and what call context Notis should summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the resulting list is useful for Bolna follow-up.
Questions about this workflow
Can the schedule identify which customers need a call?
Not by itself. State the criteria and follow-up context for Notis to use; information Stripe does not provide must be supplied by you.
Does this workflow place calls automatically?
No. It prepares a follow-up list from Stripe customer records. The workflow does not claim to initiate a Bolna call.
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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