Check Stripe balance when a finance escalation arrives
When a support escalation needs account-level billing context, have Notis retrieve the current Stripe balance and report it.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Escalations lose momentum when you have to stop and manually open the billing account to gather basic context.
- Get account-level context into escalation follow-up
- Reduce manual tool switching
- Route results to a report channel
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Stripe once in the Notis portal.
- 2Create an automation with an instruction to retrieve the Stripe balance for qualifying finance escalations.
- 3Pick the New Zendesk Ticket trigger for the escalation view.
- 4Choose a report channel, then test with one real escalation ticket.
Questions about this workflow
Is this a customer-specific balance?
No. The action retrieves the complete current balance for the connected Stripe account.
Does the ticket need a customer ID?
No customer ID is specified for this account-level lookup. Use a ticket view for finance escalations where the account balance is relevant.
Does it change Stripe data?
No. It only retrieves balance details.
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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