Get a scheduled Stripe balance snapshot
See the current balance in a regular report without logging into the dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Checking the Stripe balance requires a context switch that is easy to postpone during a busy week.
- Make balance checks predictable.
- Reduce manual dashboard context switching.
- Receive balance details in the report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the balance snapshot.
- 3Tell Notis to retrieve the current Stripe balance and summarize the returned details, including any supplied Cloudlayer finance context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and compare the snapshot with Stripe.
Questions about this workflow
Is this a bank balance forecast?
No. It retrieves current balance details from the connected Stripe account.
Can I get it on a recurring cadence?
Yes. Choose a recurring schedule as the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Stripe. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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