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Notis

Check custom field context for failed payments

When your process needs a deeper operational check, Notis can retrieve Connecteam custom fields and summarize the available context alongside a payment failure.

Trigger

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

Action

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

Why this helps

A failed payment alert can lead to a slow manual search for the operational details needed to triage it.

  • Bring custom field context into a payment review.
  • Avoid searching manually through account metadata.
  • Make missing or ambiguous context clear in the report.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Connecteam once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Describe the outcome in one instruction: after a payment intent fails, retrieve Connecteam custom fields and summarize any context relevant under the review criteria you provide.
  • 4Pick Stripe Payment Intent Failed as the trigger.
  • 5Choose a report channel, then test with one real example.

Questions about this workflow

Does this filter or change custom fields?

No. It retrieves the account's custom fields for review.

Will it know which custom fields matter?

Only if your instruction provides the review criteria or the event clearly indicates which context is relevant.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe triggers

Connecteam actions

Recurring trigger

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

TriggerScheduled

Archive Users

Tool to archive one or more users by their unique ids. use when you need to deactivate users without deleting their records.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Users

Tool to create multiple users in connecteam. use when you need to add several staff or admin accounts at once.

ActionInstant

Charge Failed Trigger

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

TriggerInstant

Generate Upload URL

Tool to generate a pre-signed url for uploading a file. use when you need a secure, time-limited url prior to file upload.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Get Chat

Tool to retrieve chat conversations. use when you need to list all team chats/channels after confirming your communications hub is on expert plan.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Get Custom Field Categories

Tool to retrieve all custom field categories. use when you need to list or filter custom field categories in your connecteam account.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Get Custom Fields

Tool to retrieve all custom fields associated with the account. use when you need to filter, sort, or page through custom fields after authentication.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Get Forms

Tool to retrieve all form definitions from connecteam. use when you need to list all existing forms after enabling the forms api.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Get Jobs

Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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