Find Stripe invoices from Zendesk billing tickets
Let Notis use the customer details in a billing ticket to retrieve relevant Stripe invoices and report the findings.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
List Invoices
Retrieves a list of stripe invoices, filterable by various criteria and paginatable using invoice id cursors obtained from previous responses.
Why this helps
Invoice questions pull you into manual searches across billing and support systems, breaking focus on other work.
- Reduce time spent locating invoice records
- Keep ticket context with the lookup results
- Make invoice follow-up easier to resume
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Stripe once in the Notis portal.
- 2Create an automation with an instruction to identify the customer and list relevant Stripe invoices for billing tickets.
- 3Pick the New Zendesk Ticket trigger for your invoice support view.
- 4Choose where run reports go and test with one real invoice question.
Questions about this workflow
Can it retrieve an invoice PDF?
This action lists invoices. The listed action does not describe retrieving a PDF, so do not rely on this workflow to fetch one.
What if a ticket does not clearly identify the customer?
Tell Notis to report that the customer could not be confidently identified and request more details.
Can it filter invoices?
The List Invoices action supports filtering and pagination. Instruct Notis to use ticket context and valid invoice cursors when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Stripe. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
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.
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`.
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.
Zendesk and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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