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Notis

Review the right Stripe invoices for a billing question

Get invoice records alongside the context needed to understand a billing question, without a manual hunt through Stripe.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Invoices

View invoices in the account.

Why this helps

Billing questions can stall while someone searches invoice history and internal notes.

  • Retrieve relevant invoice records from Stripe.
  • Use Cody to interpret the business question.
  • Prepare a concise review with source details.

Setup

Build it in a few focused steps.

  • 1Connect Cody and Stripe once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Describe how to identify the relevant customer or invoice criteria and summarize returned invoices.
  • 4Choose the notis_webhook trigger and where run reports should go.
  • 5Test with one real billing question and check the invoices returned.

Questions about this workflow

Does this workflow edit invoices?

No. It lists invoices for review.

What if the request does not provide enough details?

The workflow should use available Cody context and report what information is missing when it cannot confidently identify the invoice.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Cody to Stripe. A trigger fires from one place; an action lands in another.

Cody triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Cancel subscription

Schedule a customer’s active subscription to end when the current billing period finishes.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Accept quote

Accepts a quote, creating an invoice, subscription, or subscription schedule as configured.

ActionInstant

Confirm payment intent

Confirm a customer’s intent to pay and start a payment attempt.

ActionInstant

Activate billing alert

Reactivates a billing alert so it can trigger and send notifications again.

ActionInstant

Create Customer

Create a new customer record.

ActionInstant

Add lines to invoice

Adds charges, services, or credits to an existing draft invoice.

ActionInstant

Create an invoice

Create a draft invoice for a customer.

ActionInstant

Advance test clock

ActionInstant

Connect any two apps with Notis in the middle.

Cody and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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