Keep subscription reviews connected to CloudPDF agreements
A recurring review can surface subscriptions that need a human check. Give Notis the agreement records to compare with Stripe's subscription list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Subscription records and signed agreements can drift apart, leaving founders to discover discrepancies during manual reviews.
- Get a recurring view of Stripe subscriptions for comparison with supplied agreement records.
- Surface possible missing or inconsistent records for follow-up.
- Reduce the need to remember a separate manual subscription review.
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 subscription review.
- 3Tell Notis to list Stripe subscriptions and compare them with the CloudPDF agreement records you provide, reporting possible discrepancies.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real subscription example and the corresponding agreement record.
Questions about this workflow
Can Notis read every CloudPDF agreement automatically?
This package does not specify a CloudPDF trigger or data retrieval action. Supply the agreement information Notis should use for comparison.
Does the workflow change subscriptions?
No. It lists subscriptions for review and reports possible discrepancies. It does not update Stripe records.
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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