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Notis

Answer refund follow-up with the Stripe record

Post a refund ID in the task discussion and have Notis retrieve its Stripe details for the team.

Trigger

Task Comment Posted

Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).

Action

Retrieve a refund

Retrieves details for an existing stripe refund using its unique `refund id`.

Why this helps

People asking about a refund in a task discussion often have to wait while someone searches Stripe separately.

  • Bring a specific refund record into the task discussion workflow.
  • Make refund follow-up easier to pick up across a team.
  • Reduce manual searching in Stripe.

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 retrieve the Stripe refund identified by ID in the new comment or task and report its details.
  • 4Choose the ClickUp Task Comment Posted trigger and select where run reports should go.
  • 5Test with one real task comment containing a valid Stripe refund ID.

Questions about this workflow

Can it find a refund without its ID?

The retrieve action requires a refund ID. Include it in the comment or task.

Will it issue or change the refund?

No. It retrieves refund details only.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

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.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

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.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

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`.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

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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