Keep current payment balance visible in your operations review
Add a current Stripe balance snapshot to the routine that keeps member billing work visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Payment operations are harder to plan when the current balance requires a separate check during a busy day.
- Retrieve current Stripe balance details on a schedule.
- Include balance context in a concise report.
- Reduce context switching during operations review.
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 the balance digest.
- 3Tell Notis to retrieve the Stripe balance and summarize it with any supplied directory billing context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real report run.
Questions about this workflow
Does this forecast future cash flow?
No. It retrieves current balance details and does not predict future payments.
Does it need directory data?
The Stripe balance can be reported by itself. Add directory context only if your setup supplies it.
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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