Review recent Stripe charges before your Callingly follow-up block
Start your follow-up session with a concise view of recent payment activity and the leads that may need attention.
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 updates and lead follow-ups live in different places, making it easy to miss a useful reason to reach out.
- Brings recent payment activity into a planned review
- Helps focus follow-up time on leads needing attention
- Reduces manual searching across sales and billing tools
Setup
Build it in a few focused steps.
- 1Connect Callingly and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what recurring review you need.
- 3In one instruction, ask Notis to list recent Stripe charges and summarize any relevant Callingly follow-ups, using only available lead or charge details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and review the summary.
Questions about this workflow
Can this identify which lead each charge belongs to?
Only when the returned charge details or available Callingly context provide a reliable connection. Supply any missing matching information in your instruction or request.
Does the schedule update Callingly lead statuses?
No. This workflow uses Stripe's List Charges action to retrieve payment activity and prepare a review summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Stripe. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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