Keep training invoice reviews on schedule
Let Notis retrieve relevant invoices on a schedule so billing follow-up starts with a current Stripe view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Invoices
View invoices in the account.
Why this helps
Invoice follow-up gets lost when outstanding billing is checked inconsistently across tools.
- Create a reliable recurring invoice review.
- Summarize matching records using criteria you supply.
- Reduce time spent navigating Stripe for routine checks.
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 describe the invoice review you need.
- 3Tell Notis the customer, status, date, or other supported invoice criteria to retrieve and summarize.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real invoice review and verify the returned records.
Questions about this workflow
Does the workflow send reminders or collect payment?
No. The selected action retrieves invoices for review; it does not send reminders or collect payment.
Can it match invoices to learner progress?
Only if the relevant progress information is supplied by your process. The listed action retrieves Stripe invoices and does not access Coassemble progress by itself.
Can I limit the review to a customer or date range?
Yes. The action supports invoice filters and pagination; describe the criteria you want in the automation prompt.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.