Review account balance alongside carbon removal activity
Give your regular finance check-in a Stripe balance snapshot and a concise summary of available removal activity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
A useful account review can require pulling finance information from Stripe and order context from another system.
- Retrieves the current Stripe account balance on a schedule.
- Pairs the result with Cdr platform activity available to the automation.
- Makes the review easier to scan in one run report.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis: On each scheduled run, retrieve the current Stripe balance and summarize it with the Cdr platform removal activity available for this run, noting any unavailable context.
- 4Choose notis_cron as the trigger and choose where run reports should go.
- 5Test with one real run and review the balance and activity summary.
Questions about this workflow
Does this calculate cash available after future obligations?
No. It retrieves Stripe's current balance. Future obligations need to be supplied or reviewed separately.
Can it include removal activity?
It can summarize activity available to the run, but any missing history or baseline must be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Stripe. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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