Check refund requests before they become another follow-up
Mark a ClickUp task for refund review and let Notis check Stripe refund records for a possible match.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
List Refunds
Lists stripe refunds, sorted by creation date descending (newest first), with optional filtering by charge or payment intent and pagination support.
Why this helps
Refund requests can get buried in task lists, and duplicate handling creates avoidable customer confusion.
- Bring refund follow-up into the task where the work is tracked.
- Check recent refund records before taking further action.
- Reduce context switching between ClickUp and 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 review the refund request in the task and check Stripe refunds for a matching charge or payment intent; provide the identifier in the task if available.
- 4Choose the ClickUp Task Tag Updated trigger and select where run reports should go.
- 5Test with one real refund request task and review the run report.
Questions about this workflow
Does this workflow issue a refund?
No. It lists Stripe refunds to support a review. It does not create or approve a refund.
What information should the task include?
Include a charge ID or payment intent ID when available. Notis needs an identifier or other usable context to check for a matching refund.
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
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.