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Route payment failure follow-up to an authorized CommCare user

When a payment intent fails, Notis can start a defined access handoff by creating an invitation for a CommCare web user.

Trigger

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

Action

Create Web User Invitation

Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.

Why this helps

A failed payment may need operational attention, but teams can lose time figuring out who should handle the next step.

  • Start a defined follow-up access process from a failed payment event
  • Reduce manual handoffs between payment monitoring and program operations
  • Track the invitation attempt in a Notis run report

Setup

Build it in a few focused steps.

  • 1Connect Stripe and CommCare once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe in one instruction when an invitation should be created and the authorized role and permissions to use.
  • 4Pick the Stripe Payment Intent Failed trigger and choose where run reports should go.
  • 5Test with one real failed payment intent and review the invitation result.

Questions about this workflow

Will this invite any person automatically?

The invitation action requires invitation details and appropriate CommCare permissions. Specify the intended recipient and authorized role in the instruction or other available context.

What permissions does this action require?

CommCare requires Edit Web Users and Edit Access API permissions to create a web user invitation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to CommCare. A trigger fires from one place; an action lands in another.

Stripe triggers

CommCare actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Lookup Table

Tool to create a new lookup table in a CommCare domain. Use when you need to set up reference data structures like product catalogs, price lists, or configuration tables. Requires 'Edit Apps' permission.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Web User Invitation

Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

List Reports

Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Single Sign On

Tool to validate login credentials and retrieve user profile for a mobile worker or web user. Use when you need to authenticate a user and obtain their profile information including roles, permissions, locations, and configuration details.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Submit Form to CommCare

Tool to submit an XForm to CommCare following the OpenRosa standard. Use when you need to submit form data with complete XML including required metadata fields (deviceID, timeStart, timeEnd, username, userID, instanceID).

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Submit Form ODK Compatible

Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Connect any two apps with Notis in the middle.

Stripe and CommCare, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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