Review invoices related to Charla conversations
Prepare a focused invoice queue before support cases become escalations.
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 questions consume time because conversation context and billing records live in separate places.
- Prioritize invoice questions
- Reduce cross team searching
- Create consistent billing follow-up
Setup
Build it in a few focused steps.
- 1Connect Charla and Stripe once in the Notis portal.
- 2Create an automation named for Charla invoice question review.
- 3Tell Notis to list Stripe invoices matching identifiers in the latest Charla conversation export and summarize status, amount, and due context.
- 4Choose a recurring Notis schedule as the trigger and select a run report channel.
- 5Run one test with a recent conversation export.
Questions about this workflow
Can it focus on overdue invoices?
Yes. Include overdue or other invoice statuses in the instruction.
Will it create invoices?
No. It reviews existing invoices only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Stripe. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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