Keep invoice review on a recurring schedule
Give invoice review a regular place in your routine and get the relevant Stripe records summarized for follow-up.
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 can become scattered when nobody has a reliable moment to review the billing queue.
- Retrieve invoice records regularly for review.
- Summarize returned details in a chosen report channel.
- Make follow-up easier to pick up between other work.
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 which invoice records to retrieve and how to summarize only available status and customer details.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Will this automatically chase customers?
No. It retrieves invoices and prepares a review. Any outreach or payment action needs a separately supported workflow.
Can it know which invoices need attention?
It can use invoice status and criteria available in Stripe. Any business-specific follow-up rules need to be stated in the instruction.
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.
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.
Cody and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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