Review recent payments before your next client conversations
See recent payment activity alongside upcoming client meetings so follow-up does not depend on remembering to check Stripe.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Payment activity and scheduled conversations are easy to review separately, leaving useful context buried until after a meeting.
- Put recent payment activity into a recurring review.
- Connect available charge and customer context to upcoming conversations.
- Make payment follow-up easier to prepare before a meeting.
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 recent Stripe charges and summarize relevant context alongside upcoming Cal meetings.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the report reflects the available charge and booking details.
Questions about this workflow
Can the workflow determine whether a charge is overdue?
No. The listed action retrieves charges, but overdue status requires an agreed billing baseline or other information not specified here.
Will it update charges or customers?
No. This workflow retrieves charge information for a report and does not modify Stripe records.
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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