Bring invoice follow-up into one scheduled report
Review recent member invoices in one place and keep the next billing action visible.
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
Invoice follow-up gets dropped when founders have to remember to check Stripe separately from community operations.
- Retrieve recent invoices for review.
- Summarize items that need follow-up based on returned invoice data.
- Make billing review a repeatable routine.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Stripe once in Notis.
- 2Create an automation in Notis and name it for invoice follow-up.
- 3Tell Notis to list recent invoices for the known member customers and summarize unpaid or otherwise actionable items.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice example.
Questions about this workflow
Can the report know whether an invoice is overdue?
It can use dates and status returned by Stripe, but define the follow-up rule you want Notis to apply.
Does the workflow send a reminder to a member?
No. This workflow retrieves and summarizes invoices for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Stripe. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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