Review customer payment methods for billing follow-up
When a customer follow-up needs payment context, retrieve that customer's available payment methods and summarize the returned details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Payment method questions can turn into a manual search through customer records when billing context is not already available.
- Bring returned payment method details into a customer review report.
- Reduce manual navigation when preparing billing follow-up.
Setup
Build it in a few focused steps.
- 1Connect Canny and Stripe once in the Notis portal.
- 2Create an automation in the portal under Automations, New Automation, and name it.
- 3Tell Notis: On each run, list payment methods for the Stripe customer ID I provide and summarize the returned details for billing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and a valid Stripe customer ID.
Questions about this workflow
Can this report list payment methods for every customer?
The action requires a customer and returns that customer's payment methods. Provide the customer ID for the review.
Does this change a customer's payment method?
No. It retrieves payment method records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canny to Stripe. A trigger fires from one place; an action lands in another.
Canny 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.
Canny and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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