Keep refund review on your finance routine
See refund records in a recurring report so reconciliation does not rely on remembering to check manually.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Refunds
Lists refunds from newest to oldest, with optional filters and pagination.
Why this helps
Refund activity can get lost among other billing work when it is reviewed only occasionally.
- Retrieve refund records for regular review.
- Summarize returned details in a report channel.
- Keep payment context close to the refund record.
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 refund records to retrieve and how to summarize the fields Stripe returns.
- 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
Does this create or change refunds?
No. It only lists refund records for review.
Can it tell whether a refund is unexpected?
Only if you provide the criteria and comparison information needed to decide that. Stripe's returned records alone do not define what is expected for your business.
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
Save your first hour today.
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No card. Works with personal or business Stripe.