Keep invoice review on your routine
Have Notis collect Stripe invoice data on a schedule and deliver a short report where you already track work.
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
Invoice checks are easy to postpone when they compete with card preparation and other founder tasks.
- Retrieve invoice data at a recurring time.
- Summarize the information returned by Stripe for review.
- Send reports to a chosen channel to support consistent follow-up.
Setup
Build it in a few focused steps.
- 1Connect CardClan and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Stripe invoices and summarize their returned billing details for review.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the report has the details you need.
Questions about this workflow
Does this automatically determine which invoices are overdue?
Ask Notis to summarize status fields returned by Stripe. Any custom due-date policy or CardClan-specific matching rule must be supplied in your instruction.
Can it retrieve all invoices?
The Stripe action supports filters and pagination. Ask Notis for the relevant scope and review the returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CardClan to Stripe. A trigger fires from one place; an action lands in another.
CardClan 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.
CardClan and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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