Make recurring customer record reviews easier
Set a recurring reminder to review a focused set of Stripe customer records and receive the results in your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Periodic record reviews are easy to postpone when they require opening several tools and reconstructing the same search.
- Run a focused customer search on a recurring schedule.
- Use Abstract to process returned customer information.
- Get review results in the report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction which Stripe customer search to run and how Abstract should process the results.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the search results are useful.
Questions about this workflow
What determines which customers are reviewed?
Specify a Stripe customer search query in the instruction. Stripe returns results matching that query.
Can Abstract detect a change from last time?
Only if the needed baseline or history is supplied. The apps' current search results alone do not establish what changed between runs.
How often does it run?
Choose a recurring schedule in the trigger setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Stripe. A trigger fires from one place; an action lands in another.
Abstract 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.
Abstract and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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