Make cash KPI reviews a recurring habit
Get a lightweight scheduled comparison between Stripe's current balance and the cash target you provide.
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
A cash KPI can sit untouched between planning sessions, leaving founders to remember when to check whether available funds still meet the target.
- Establish a predictable check-in without relying on memory.
- See the current Stripe balance in each report.
- Keep the target and comparison criteria in the automation instruction.
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, provide the cash KPI target and ask Notis to retrieve Stripe's balance and report the comparison.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real balance review.
Questions about this workflow
Can Notis fetch a BSC Designer KPI value on its own?
This workflow uses the target supplied in the automation instruction; no BSC Designer trigger event is available in this package.
Can the report confirm cash in other accounts?
The action retrieves Stripe account balance details, so other accounts are outside this check.
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
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.