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Connect a scorecard exception to charge activity

When a KPI concern arrives, retrieve Stripe charges and get the transaction context needed to decide what to inspect next.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Charges

Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.

Why this helps

A scorecard exception is hard to act on when charge activity has to be located and reviewed separately.

  • Gather charge activity in response to a reported concern.
  • Use a supplied period or criteria to focus the review.
  • Receive a concise summary for deciding on next steps.

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, ask Notis to use the webhook's exception details and supplied filters to retrieve and summarize Stripe charges.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real scorecard exception.

Questions about this workflow

Can this identify an exception without KPI criteria?

No. Include the threshold, period, or concern in the webhook payload or instruction.

Does it create or reverse charges?

No. It retrieves charge records 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

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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No card. Works with personal or business Stripe.