Start the day with a Stripe balance check
See available and pending funds before the day gets busy.
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
Cash visibility depends on remembering to open multiple dashboards every morning.
- Improves cash visibility
- Reduces morning context switching
- Highlights pending funds
Setup
Build it in a few focused steps.
- 1Connect Chartly and Stripe in Notis once.
- 2Create an automation named Morning balance check.
- 3Tell Notis to retrieve Stripe balance details and summarize them against the supplied Chartly cash target or context.
- 4Pick a recurring Notis cron trigger and choose a report channel.
- 5Test with one real morning run.
Questions about this workflow
Can it include pending funds?
Yes. Ask Notis to include available, pending, and other returned balance categories.
Can it alert when a target is missed?
Yes, if you provide the target in the prompt or run context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chartly to Stripe. A trigger fires from one place; an action lands in another.
Chartly 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.
Chartly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.