Keep billing follow-up connected to the KPI
Get a scheduled view of Stripe invoices shaped around the billing measure you track in BSC Designer.
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
Open billing items can fall through the cracks when the KPI review and invoice follow-up happen in different workflows.
- Bring invoice status into a regular billing review.
- Use a supplied definition for what needs follow-up.
- Reduce manual searching before deciding on the next billing action.
Setup
Build it in a few focused steps.
- 1Connect BSC Designer and Stripe in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, specify the billing KPI criteria and ask Notis to retrieve Stripe invoices and summarize items that may need review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real invoice review.
Questions about this workflow
Can this decide which invoices are overdue?
Provide the relevant criteria or rely on status details returned by Stripe. Confirm the report reflects your intended definition.
Will it send reminders or collect payment?
No. This workflow retrieves invoice data and reports items for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BSC Designer to Stripe. A trigger fires from one place; an action lands in another.
BSC Designer 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.
BSC Designer and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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