Keep invoice follow-up in your regular review
A recurring invoice review gives billing follow-up a clear place in your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Invoices that need attention can be missed when billing checks compete with sales and lead follow-up.
- Create a recurring invoice review point.
- Bring invoice data into a predictable follow-up routine.
- Reduce forgotten billing checks.
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 invoice review you need.
- 3Ask Notis to retrieve invoices within the criteria you provide and summarize items for follow-up.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test one run and confirm the invoice summary supports a clear next step.
Questions about this workflow
Can Notis know which invoices relate to Bread & Butter leads?
Only when that relationship is included in information available to the workflow. No Bread & Butter trigger event or read action is listed here.
Can I narrow the invoice review?
Yes. The action supports invoice filters and pagination. State the review criteria in the instruction when you create the automation.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.