Bring Stripe customer context into a client review
Use the customer ID included with a completed review request to retrieve the corresponding Stripe record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A signed client review can require billing context that takes extra searches to find in Stripe.
- Reduce manual searching during client reviews.
- Retrieve the customer record referenced by the request.
- Support a more complete review using available Stripe details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Stripe once in the Notis portal.
- 2Create an automation and describe that a completed client review request should retrieve the specified Stripe customer.
- 3Choose the webhook trigger and a report channel.
- 4Send one real client review request with a customer ID to test retrieval.
Questions about this workflow
Does retrieval update customer information?
No. It returns details for the specified customer without changing the record.
What identifier is needed?
Include the existing Stripe customer ID in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Stripe. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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