Build a recurring invoice follow-up review around CloudPDF records
A short scheduled review helps overdue billing work stay visible. Notis can list Stripe invoices and compare them with the CloudPDF billing records you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Invoice follow-up slips when founders must repeatedly switch between document records and Stripe to find what needs attention.
- Create a regular Stripe invoice review from a scheduled run.
- Compare invoice results with CloudPDF billing context you provide.
- Keep follow-up candidates together in a run report.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for invoice follow-up review.
- 3Tell Notis to list Stripe invoices and identify records needing follow-up using the CloudPDF billing context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real invoice and its corresponding billing record.
Questions about this workflow
Does this workflow automatically know which invoices are overdue?
Notis can analyze the invoice data returned by Stripe. Provide any additional due-date policy or CloudPDF billing context needed for your follow-up decision.
Does it send reminders or collect payment?
No. This workflow prepares a review report for follow-up; it does not send reminders or process payments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Stripe. A trigger fires from one place; an action lands in another.
CloudPDF 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.
CloudPDF and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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