Bring subscription context into regular lead review
A scheduled subscription snapshot helps you prepare follow-up with current Stripe relationship details.
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
Customer billing context is easy to overlook when lead review happens in a different app from subscription management.
- Review subscription data on a predictable schedule.
- Prepare follow-up with current Stripe context.
- Reduce ad hoc checking across apps.
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis what subscription review you need.
- 3Ask Notis to retrieve the relevant Stripe subscriptions and summarize the review information your team needs.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one run and confirm the summary answers a real follow-up question.
Questions about this workflow
Does this schedule run a Bread & Butter event?
No. Bread & Butter has no trigger events listed. The notis_cron trigger starts the workflow on a recurring schedule.
Can it match subscriptions to lead profiles automatically?
Only if the workflow has identifying information or a supported source of profile data available. Supply any needed identifiers or review criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Stripe. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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