Review tax rate records beside product research
Keep tax rate records in view while reviewing the products and markets you are researching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List tax rates
Retrieves a list of tax rates, which are returned sorted by creation date in descending order.
Why this helps
Tax rate details can be overlooked when product research and billing configuration reviews happen separately.
- Retrieve tax rates sorted by creation date.
- Pair available tax details with Clay product research you provide.
- Prepare a more complete product setup review.
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 Stripe tax rates and reviewing them with the Clay product context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test once and check that the tax rate details support your review.
Questions about this workflow
Does this determine the correct tax rate for a product?
No. It lists tax rate records. Any classification or tax decision needs appropriate product and jurisdiction context and should be reviewed.
Can it retrieve predefined tax codes instead?
Yes, but that uses a different Stripe action. This workflow is specifically for listing tax rates.
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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