Prepare for customer meetings with Stripe subscription context
Walk into a customer conversation with subscription details ready, without opening another dashboard to look them up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Billing context is easy to overlook when meeting preparation and subscription records live in separate tools.
- Bring subscription context into recurring meeting preparation.
- Reduce last-minute searches across scheduling and billing tools.
- Spot customers whose subscription status may be relevant to a conversation.
Setup
Build it in a few focused steps.
- 1Connect Cal and Stripe once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe that Notis should retrieve Stripe subscriptions relevant to upcoming Cal customer meetings and summarize available context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report includes the subscription context you need.
Questions about this workflow
Can this find which Stripe customer matches a Cal attendee?
Notis can compare information available from both apps, such as email when present. If the records do not provide enough to identify a match, the report should flag that rather than guess.
Does the schedule itself detect Cal bookings?
No. This workflow runs on a Notis schedule. Configure the instruction to consider upcoming Cal meeting information available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cal to Stripe. A trigger fires from one place; an action lands in another.
Cal 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.
Cal and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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