Review policy context after a payment failure
When a payment fails, Notis can fetch available time-off policy types if your operational review needs that context, then report what it finds.
Trigger
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Action
Get Policy Types
Tool to retrieve available time-off policy types. use before filtering or creating time-off requests by policytypeid.
Why this helps
When an alert is unclear, manually gathering related information can add more friction to an already busy day.
- Retrieve the policy type list during a defined review.
- Keep a short report of what is available.
- Avoid assuming the payment event is related to any specific time-off request.
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 policy types only when the event or your process calls for that review and summarize the result.
- 4Pick Stripe Payment Intent Failed as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does the payment failure affect time-off policies?
No relationship is implied. Use this workflow only if your own process calls for a policy lookup after this event.
Can it create a time-off request?
No. The available action retrieves policy types for review.
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.
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Connecteam actions
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When this happens · Trigger
Do this · Action
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