Turn invoice review into a clear follow-up list
Get a periodic view of Stripe invoices with customer context from CentralstationCRM, ready for the next follow-up decision.
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 follow-up slips when billing status and customer context live in separate places.
- Retrieve invoice data for a scheduled review.
- Connect invoice context to CRM records where a reliable match is available.
- Produce a concise list of items requiring human follow-up.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Stripe once in the Notis portal.
- 2Create an automation and name it for invoice follow-up review.
- 3Tell Notis to review Stripe invoices, match them to available CRM customer context, and report items needing follow-up or a missing match.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real invoice and verify the customer context and report.
Questions about this workflow
Does this send reminders or change invoices?
No. The listed action retrieves invoices. This workflow prepares a report for follow-up.
What happens when a customer match is unclear?
The workflow should report the missing or uncertain match so you can resolve it, rather than assume the identity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Stripe. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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