Turn an approved refund task into a Stripe refund
After a task reaches your chosen approval status, have Notis create the refund described in that task.
Trigger
Task Status Updated
Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.
Action
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Why this helps
Once a refund is approved, manually carrying the decision into Stripe adds delay and another chance for details to be missed.
- Carry an approved refund request into Stripe from its task.
- Use the payment identifier and refund terms recorded with the request.
- Keep the refund run report connected to the task workflow.
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create the requested Stripe refund only when the task reaches the specified approval status and includes a charge or payment intent ID and refund terms.
- 4Choose the ClickUp Task Status Updated trigger and select where run reports should go.
- 5Test with one real approved refund request and review the run report.
Questions about this workflow
Can the automation decide whether a refund is approved?
The trigger is a status change. Set your process so only approved requests reach that status, and include the refund terms in the task.
Can it refund without an identifier?
The refund action requires a charge ID or payment intent ID. Supply one in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Stripe. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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`.
List Deleted
Triggers when a List is deleted.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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