Review billing related data recipients after payment
A successful invoice can be a useful checkpoint for reviewing the recipients connected to a billing process. Ask Notis to prepare the filtered Borneo list.
Trigger
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Action
Export recipients list with filter
The exportrecipientslist endpoint generates and exports a list of recipients based on specified criteria. it allows for flexible data extraction in multiple formats (csv, pdf, or doc) with extensive filtering options. this endpoint is ideal for generating reports, performing data analysis, or creating backups of recipient information. it can handle complex queries to narrow down the recipient list based on various attributes such as categories, roles, processing activities, and more. however, it does not provide real-time updates and should be used for point-in-time exports rather than live data access. the endpoint is particularly useful for compliance reporting, auditing, or transferring recipient data to other systems.
Why this helps
Recipient reviews are easy to leave until later, especially when billing records and privacy systems live in separate tools.
- Generate a filtered recipient export after invoice payment succeeds.
- Keep a billing related recipient review close to payment activity.
- Use your own filters and output format for a useful review.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Borneo once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to export the Borneo recipients relevant to your billing review using criteria you specify.
- 4Pick the Stripe Invoice Payment Succeeded trigger and choose where run reports go.
- 5Test with one real paid invoice and confirm the exported recipient set is appropriate.
Questions about this workflow
Does the invoice event identify relevant recipients?
The listed event only confirms a successful invoice payment. Supply recipient filters or another reliable selection method.
Can the export be used as proof of compliance?
It provides a recipient list export. Your organization determines whether that is sufficient for a particular review or obligation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Borneo. A trigger fires from one place; an action lands in another.
Stripe triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access scan iteration by id
Retrieves detailed information about a specific scan iteration in the borneo integration platform. this endpoint allows users to fetch the current status, results, and metadata associated with a particular scan iteration. it should be used when monitoring the progress of a scan, analyzing results, or troubleshooting integration workflows. the endpoint provides a snapshot of the scan iteration at the time of the request and may not reflect real-time updates if the scan is still in progress. it's particularly useful for auditing, reporting, and maintaining a history of scan operations within borneo's automation and integration processes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add discovered recipients
Adds multiple discovered recipients to the system as confirmed recipients. this endpoint should be used when you have a list of previously discovered recipient ids that you want to officially add to your recipient database. it's particularly useful for bulk operations where multiple recipients need to be added simultaneously. the endpoint accepts an array of unique uuids, allowing for efficient processing of multiple recipients in a single api call. note that this endpoint only adds recipients; it does not provide any information about the recipients or perform any other actions beyond adding them to the system.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Archive discovered recipient
Archives a specific discovered recipient in the borneo platform. this endpoint is used to move a discovered recipient's data into an archived state, which may be useful for compliance, data retention, or organizational purposes. it should be called when you need to store historical data about a recipient that has been identified through borneo's data visibility and privacy automation processes. the endpoint uses a post method, suggesting it may trigger backend processes to properly archive the recipient's data. note that this operation might affect the visibility or accessibility of the recipient's data in other parts of the system.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Delete data breach by id
Deletes a specific data breach evaluation record from the borneo system. this endpoint should be used when an organization needs to remove an evaluation record, typically in cases where the record is no longer relevant, contains errors, or needs to be purged for compliance reasons. the operation is irreversible, so it should be used with caution. this tool is part of borneo's databreachmanagement functionality, supporting the platform's data protection and privacy management capabilities. it helps maintain an accurate and up-to-date record of data breach evaluations, which is crucial for regulatory compliance and risk management.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create and schedule cloud resource scan
The createscan endpoint initiates a new scan operation in the borneo integration platform, allowing users to configure and schedule data scans across various cloud resources. this powerful tool enables users to set up both one-time and recurring scans, with extensive customization options for resource selection, data inspection policies, and scan limits. it's particularly useful for compliance checks, sensitive data discovery, and regular security audits across cloud environments. the endpoint supports a wide range of resource types and provides flexible scheduling options, from immediate execution to complex cron-based recurring scans. users should carefully consider the scan configuration to balance thoroughness with resource utilization, especially for large-scale environments. while highly versatile, users should note that some features may be resource-type dependent, and should refer to borneo's documentation for specific connector and filter support.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Create dashboard user
Creates a new dashboard user in the borneo integration platform with specified roles, organizational access, and authentication settings. this endpoint allows for granular control over user permissions across different organizations and departments within the borneo ecosystem. it supports integration with external identity providers (okta or gcp) for authentication. use this endpoint when onboarding new users or updating existing user permissions. note that while only the email is required, it's recommended to provide comprehensive role and organization information for proper access control.
Product Created Trigger
Triggered when a product is created in Stripe
Create department with translations
Creates a new department in the borneo integration platform. this endpoint allows you to add a department to the system with support for multilingual information. it's particularly useful when setting up the organizational structure within borneo or when expanding to new regions requiring localized department names. the endpoint should be used when you need to establish a new department entity that other parts of the system can reference. it's important to note that this endpoint only creates the department and does not associate it with any specific workflows or integrations - those would need to be set up separately.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Create domain with polling frequency
Creates a new domain within the borneo integration platform, allowing for automatic polling and management of connected systems or applications. this endpoint is used to set up a new integration point with a specific name and polling frequency. it should be used when establishing a new connection or integration within the borneo ecosystem. the endpoint is particularly useful for setting up automated data synchronization or workflow triggers between different business applications. it does not provide information about existing domains or modify existing ones; it is strictly for creating new domains.
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When this happens · Trigger
Do this · Action
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