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Find credential recipients who may need a Stripe customer record

Get a short exception list of certificate recipients who do not appear to have a matching Stripe customer.

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

Manually checking recipient lists against customer records takes time and makes gaps easy to overlook.

  • Review recipient records against Stripe's customer list.
  • Surface likely missing customer records for human review.
  • Avoid automatic creation when recipient matching is uncertain.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Stripe once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for missing customer review.
  • 3In one instruction, ask Notis to compare available recipient details with Stripe customers and report only likely unmatched recipients, noting uncertain matches.
  • 4Choose a recurring schedule trigger and select where run reports should go.
  • 5Test with one real recipient list and confirm that known Stripe customers are recognized.

Questions about this workflow

Does this create Stripe customers for every unmatched recipient?

No. This workflow reports likely gaps for review. You can use a separate authorized process to create customer records.

What matching details are available?

The match can use recipient details available from Accredible and Stripe customer records. If an identifier or matching rule is absent, provide it in your instruction or treat the result as uncertain.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Accredible certificates triggers

Stripe actions

Recurring trigger

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

TriggerScheduled

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

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

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.

Accredible certificates and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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