Get a recurring snapshot of your Stripe balance
Have the current Stripe balance details ready on a schedule, with a concise report where you already work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the connected account's current balance details.
Why this helps
Remembering to check account balance details competes with the work that moves the business forward.
- Retrieve current balance details on a recurring schedule.
- Reduce the need to remember a manual check.
- Send the run report to a chosen channel.
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 summarize the returned balance details using available company knowledge, without inferring missing figures.
- 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 the report predict future cash flow?
No. It reports the current balance details returned by Stripe. Forecasting would require additional data and assumptions.
Can I choose how often it runs?
Yes. Choose the recurring schedule when setting the notis_cron trigger.
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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No card. Works with personal or business Stripe.