See refund context during an account review
Bring refund history into the same review where you are already checking account details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
Refund context may be missed when a founder jumps from account research straight into customer follow-up.
- Retrieve refund records for a charge or payment intent when available.
- Use recent refund context to prepare a more informed follow-up.
- Keep retrieval separate from any refund decision.
Setup
Build it in a few focused steps.
- 1Connect Clay and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe listing relevant Stripe refunds using the charge or payment intent details available in the Clay account request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real charge or payment intent and review the refund results.
Questions about this workflow
Does this issue a refund?
No. It lists refund records for review. Creating a refund is a separate action and should be explicitly requested.
What details help narrow the results?
A charge ID or payment intent ID can be used to filter the refund list when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Stripe. A trigger fires from one place; an action lands in another.
Clay 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.
Clay and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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