Stay on top of cash flow with daily Stripe balance checks

You want to know your Stripe balance but don't want to log in every morning. This automation sends you a daily summary—available funds, pending charges, everything—so you always know where your cash stands without context-switching into the Stripe dashboard.

Trigger

Recurring schedule

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

Stripe logo

Action

Retrieve Balance

Retrieves the complete current balance details for the connected stripe account.

Why this helps

Daily cash-flow anxiety stems from not knowing balances. Logging into Stripe manually wastes time, and you often forget to check until a payment falls through or cash gets tight.

  • Know your Stripe balance every morning without logging in
  • Catch cash-flow issues before they become problems
  • Reduced financial anxiety and uncertainty
  • Reports arrive in your preferred channel (Slack, email, Telegram)

Setup

Build it in a few focused steps.

  • 1Connect Stripe to Notis in the portal
  • 2Tell Notis: 'Every morning at 8 AM, check my Stripe balance and send me a summary'
  • 3Choose where you want balance reports (Slack, email, etc.)
  • 4Confirm the first report and check that the balance is accurate

Questions about this workflow

Can I get balance reports more than once a day?

Yes. Tell Notis your preferred frequency—hourly, twice daily, or any schedule that helps you stay aware.

What details are included in the balance report?

Notis shows available balance, pending charges, reserved funds, and recent payouts so you have full visibility into your cash position.

Can I automate actions based on low balance?

Yes. You can set up a second automation: 'If balance falls below $X, notify me immediately' or even trigger other actions like pausing campaigns.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira logo

Jira triggers

Stripe logo

Stripe actions

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Jira and Stripe. Any combination from 985+ integrations.

When this happens · Trigger

Do this · Action

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