Bring subscription context to billing review meetings
Get subscription information ready when a billing review meeting appears on your Outlook calendar.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
List subscriptions
Retrieves a list of stripe subscriptions, optionally filtered by various criteria such as customer, price, status, collection method, and date ranges, with support for pagination.
Why this helps
Entering a billing review without current subscription context means searching for details while the meeting is underway.
- Retrieve subscription data when a billing review event is created or updated.
- Reduce last-minute context switching before a meeting.
- Use event details to identify a customer or report when the event lacks enough information.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to recognize billing review meetings from calendar details and list the matching Stripe subscriptions, reporting when it cannot identify a customer.
- 4Pick the Calendar Event Changes trigger and choose where run reports should go.
- 5Test with one real billing review event and check the retrieved subscriptions.
Questions about this workflow
Does this change a subscription?
No. It lists subscription information for review.
What if the calendar event has no customer identifier?
Notis should report that it could not identify the customer rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Stripe. A trigger fires from one place; an action lands in another.
Outlook triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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`.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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