Bring recent charge data into your billing review
Update a billing list and have Notis retrieve recent Stripe charges for the review described in your ClickUp work.
Trigger
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Action
List Charges
Retrieves a list of stripe charges with filtering and pagination; use valid cursor ids from previous responses for pagination, and note that charges are typically returned in reverse chronological order.
Why this helps
Billing reviews often involve gathering transaction data separately from the list where follow-up is coordinated.
- Bring recent charge records into the billing review workflow.
- Summarize transaction data for easier follow-up.
- Keep review coordination in ClickUp.
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 list and summarize Stripe charges for the review described in the updated list, specifying any available filter criteria in the list or task context.
- 4Choose the ClickUp List Updated trigger and select where run reports should go.
- 5Test with one real billing list update and review the report.
Questions about this workflow
Does this list include every transaction?
The action supports filtering and pagination. Tell Notis what review scope you need, and account for pagination if more results are required.
Will this change any charges?
No. The workflow retrieves charge records for review.
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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