Review Stripe subscriptions before Cardly outreach
Know which subscription records need attention before starting a customer campaign.
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
Outreach lists can lack the subscription context needed to prioritize a useful next conversation.
- Review subscription records before launching outreach.
- Summarize status or billing criteria supplied for the campaign.
- Spot missing customer references before follow-up.
Setup
Build it in a few focused steps.
- 1Connect Cardly and Stripe once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to list Stripe subscriptions matching the customer, price, status, or date criteria supplied for the upcoming Cardly outreach and summarize the results.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real campaign criterion and check the returned subscription list.
Questions about this workflow
Can Notis make up a segment based on data Stripe does not provide?
No. Specify the criteria or baseline you want to use. Notis can summarize returned subscription data.
Will this change subscriptions?
No. This uses the Stripe list subscriptions action to prepare outreach context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Stripe. A trigger fires from one place; an action lands in another.
Cardly 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.
Cardly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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