Find invoice follow-ups from campaign billing activity
Get a scheduled view of invoice status and campaign context to identify billing conversations that need a human follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Invoices and campaign conversations are easy to review at different times, which can leave billing follow-ups behind.
- Retrieve Stripe invoices for a scheduled review.
- Summarize relevant campaign billing context when available.
- Identify invoices that may need a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Stripe once in the Notis portal.
- 2Create an automation describing which invoice and campaign details to review.
- 3Pick a recurring schedule trigger and choose where run reports go.
- 4Test with one real invoice and campaign example.
Questions about this workflow
Can the workflow determine that an invoice is overdue?
It can assess returned invoice data when due dates and statuses are available. Provide any additional business rules you want it to apply.
Will it send reminders?
This workflow retrieves and reviews invoices. The listed Stripe action does not send invoice reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Campayn to Stripe. A trigger fires from one place; an action lands in another.
Campayn 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.
Campayn and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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