Understand Your Refund Patterns Monthly
First of every month, Notis emails a refund summary—total refunds, top reasons, and affected customers. Understand patterns to reduce returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve a refund
Retrieves details for an existing stripe refund using its unique `refund id`.
Why this helps
Refunds happen silently, and without regular review, you don't know if there's a pattern (product issue? unclear pricing?) that's hurting retention.
- Spot refund patterns that indicate product or communication issues
- Reduce repeat refunds by addressing root causes
- Track refund rate as a health metric for your business
- Build data-driven improvements to product and messaging
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Create a monthly automation: "On the 1st of each month, list all refunds from the past month and email me a summary showing: total refunded, number of refunds, average refund amount, and customers who received refunds."
- 3Choose email or Slack delivery.
- 4Review the first report and look for patterns (same product? same customer segment?).
- 5Use monthly audits to guide product improvements.
Questions about this workflow
Can I filter refunds by reason or customer segment?
Yes—ask Notis to show only refunds from a specific product, customer tier, or date range so you can identify targeted patterns.
Can I include the customers' refund reasons?
If you captured reasons in your refund notes, Notis can extract and summarize them to spot common complaints.
What if I want to track refunds in real time instead of monthly?
Adjust your automation to "every day" or "every week" and Notis will send refund summaries more frequently.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Stripe. A trigger fires from one place; an action lands in another.
Gmail triggers
Stripe actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Not just Gmail and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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