Reconcile training charges with a scheduled review
Start recurring reconciliation with a fresh Stripe charge list and the training billing context your process supplies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Charges
View charges, typically ordered from newest to oldest.
Why this helps
Checking transactions against training activity takes focused time that busy founders often do not have.
- Put transaction review on a recurring schedule.
- Use supported Stripe charge filters and pagination to focus the retrieval.
- Surface records for human review with supplied training context.
Setup
Build it in a few focused steps.
- 1Connect Coassemble and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for charge reconciliation.
- 3Describe the charge scope and any training billing context to include in the summary.
- 4Pick a recurring schedule trigger and select a report destination.
- 5Test with one real reconciliation example and verify the charge list.
Questions about this workflow
Does Stripe provide Coassemble course activity in this action?
No. The action retrieves Stripe charges. Supply the course activity or billing context separately if you need a comparison.
Can it refund charges that look mismatched?
No. This workflow retrieves charges for review and does not issue refunds.
Can I narrow the results?
Yes. The action supports filtering and pagination. Specify the relevant criteria in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coassemble to Stripe. A trigger fires from one place; an action lands in another.
Coassemble triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Schedule a customer’s active subscription to end when the current billing period finishes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Accept quote
Accepts a quote, creating an invoice, subscription, or subscription schedule as configured.
Confirm payment intent
Confirm a customer’s intent to pay and start a payment attempt.
Activate billing alert
Reactivates a billing alert so it can trigger and send notifications again.
Create Customer
Create a new customer record.
Add lines to invoice
Adds charges, services, or credits to an existing draft invoice.
Create an invoice
Create a draft invoice for a customer.
Advance test clock
Connect any two apps with Notis in the middle.
Coassemble and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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