Review cash position and prospect email quality together
Bring a current Stripe balance and a cleaner prospect picture into one regular check-in.
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 and lead follow-up often require separate checks that are easy to postpone.
- Retrieve current Stripe balance details.
- Validate prospect emails in the same scheduled review.
- Reduce context switching between cash and pipeline checks.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Stripe once in the Notis portal.
- 2Create an automation and describe the balance and prospect summary you need.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go and test with a real balance and prospect list.
Questions about this workflow
Does the balance indicate future revenue?
No. It reports current Stripe balance details and should not be treated as a forecast.
Where does the prospect list come from?
Name the input or source in your instruction; Clearout does not provide a trigger event here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Stripe. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.