Review charges with chatbot case context
Focus your finance review on charges that have active customer conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Charge investigations take too long when support cases and transaction records must be searched separately.
- Prioritize charge investigations
- Reduce search time
- Connect finance and support context
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Stripe in Notis once.
- 2Create a cron automation asking for recent charge review using supplied case identifiers.
- 3Choose a recurring schedule.
- 4Select a report channel and test with one recent charge period.
Questions about this workflow
Can charges be paginated?
Yes. Use valid cursor ids from previous Stripe responses when more results are needed.
Does this retrieve full charge details?
Use the charge details action for a specific charge after the list review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatbotkit to Stripe. A trigger fires from one place; an action lands in another.
Chatbotkit 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.
Chatbotkit and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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