Review saved payment methods for renewal cases
Check payment method availability ahead of renewal follow-up using the customer list and cases you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Renewal follow-up can become urgent when nobody checks payment readiness until a payment is due.
- Retrieve payment methods for specified Stripe customers.
- Compare payment readiness with renewal cases you supply.
- Surface accounts for follow-up before the renewal work piles up.
Setup
Build it in a few focused steps.
- 1Connect Classmarker and Stripe once in the Notis portal.
- 2Create an automation that lists payment methods for the supplied customer IDs and summarizes the renewal cases you provide.
- 3Choose a recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real customer sample and verify the returned payment method details.
Questions about this workflow
Can this identify customers from Classmarker names?
The action requires a Stripe customer ID. Supply the IDs with the renewal cases.
Will it charge a payment method?
No. It retrieves payment method records for review and does not create a charge.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Classmarker to Stripe. A trigger fires from one place; an action lands in another.
Classmarker 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.
Classmarker and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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