Review Stripe customer records on a schedule
Bring customer record review into a recurring routine, with the returned details summarized where your team looks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Customer record checks can be pushed aside when they compete with daily sales and service work.
- Make customer record review routine.
- Use supported Stripe filters to focus the list.
- Send returned results to your selected reporting channel.
Setup
Build it in a few focused steps.
- 1Connect Stripe once in the Notis portal.
- 2Create an automation for customer record review.
- 3Tell Notis in one instruction which returned customer details and supported filters matter for the review.
- 4Choose a recurring Notis schedule and a run report channel.
- 5Test once and confirm the report contains the intended customer results.
Questions about this workflow
Can this look up customers by email?
The list customers action supports filtering by email.
Can it search a broad text query instead?
Stripe also has a dedicated customer search action. This scheduled workflow is set up to list customer records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Stripe. A trigger fires from one place; an action lands in another.
2chat 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.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
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.
2chat and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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