See retainer status before renewal conversations
Walk into renewal discussions knowing which client subscriptions are active and what needs a closer look.
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
Renewal conversations are harder when subscription status is buried in Stripe and you have to look it up during the call.
- Prepare for renewal conversations with current subscription status.
- Identify records that need follow-up before the meeting.
- Reduce the need to look up billing details during a call.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Ask Notis in one instruction to find subscriptions for clients with upcoming renewal or review meetings and summarize status, flagging any uncertain customer matches.
- 4Choose a recurring schedule and report channel, then test with one real upcoming renewal meeting.
Questions about this workflow
Can it determine a renewal date from the calendar?
It can use meeting context and Stripe subscription data available to it. If a renewal date is not present or clear, have it report that as unknown.
Will it update subscriptions?
No. This workflow retrieves subscription information for preparation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Stripe. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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