Include Stripe balance in your webinar campaign review
Bring a current Stripe balance snapshot into your regular review of webinar sales activity.
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
A founder may need to switch tools just to check current account balance while reviewing campaign results.
- See current Stripe balance details in a scheduled report
- Reduce context switching during campaign reviews
- Keep finance checks in a repeatable routine
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and Stripe once in the Notis portal.
- 2In Automations, choose New Automation and name it.
- 3Tell Notis to retrieve Stripe balance details and include a concise snapshot in the webinar campaign review report.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real run and confirm the reported balance details.
Questions about this workflow
Does the balance show revenue from one webinar only?
No. The action retrieves the connected Stripe account's current balance details. It is not specified as webinar-specific.
Can this compare the balance with prior periods?
Only if you provide baseline data or another source for comparison. The balance action returns current balance details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Stripe. A trigger fires from one place; an action lands in another.
Clickmeeting 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.
Clickmeeting and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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