Know Your Monthly Revenue at a Glance
First day of the month, Notis sends you a complete revenue snapshot: total balance, payouts, fees. No guessing, just facts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Balance
Retrieves the complete current balance details for the connected stripe account.
Why this helps
Founders avoid checking their revenue because it feels tedious, leading to poor cash flow visibility and missed planning opportunities. Juggling multiple tools breaks focus.
- Monthly revenue summary without logging into Stripe
- Clear picture of earnings and payouts
- Better cash flow planning and forecasting
- Time saved on financial bookkeeping
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Tell Notis: 'Send me my Stripe balance and revenue summary on the first of every month.'
- 3Choose your preferred channel and time.
- 4Specify if you want additional details (fees paid, top customers, etc.).
- 5Wait for the first report and use it to adjust your financial planning.
Questions about this workflow
What's included in the balance summary?
Total available balance, payouts sent, processing fees, pending charges, and often a month-over-month comparison to show growth.
Can I customize what appears in the report?
Yes. Ask Notis to include specific metrics (top customers by revenue, refunds issued, subscription counts, etc.).
What if I need the report more frequently?
Tell Notis 'Send weekly balance reports' or 'Daily revenue updates' and adjust the frequency to suit your needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Stripe. A trigger fires from one place; an action lands in another.
Asana triggers
Stripe actions
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New Task Created
Triggers when a new task is created in a project.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Not just Asana and Stripe. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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