Review saved payment methods for member billing readiness
Check saved payment methods for known members as part of a focused billing readiness review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Billing readiness can be difficult to assess when payment method details require repeated customer lookups.
- Retrieve payment methods for known Stripe customers.
- Report results that may need a billing readiness check.
- Reduce repetitive customer record lookups.
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 payment method review.
- 3Tell Notis to list payment methods for known member customer IDs and summarize the results for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer example.
Questions about this workflow
Can this determine whether a card will succeed?
No. A listed payment method does not guarantee a future payment will succeed.
What does it need to check a member?
Provide the Stripe customer ID for each known member.
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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