Find ActiveTrail contacts missing from Stripe
See which contacts may need billing records, with a report that makes uncertain matches easy to review.
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
A qualified contact can reach the billing stage without a corresponding Stripe customer record, leaving follow-up fragmented.
- Find possible gaps between contact and customer records
- Make uncertain matches visible
- Create a focused billing handoff list
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis what ActiveTrail contacts to review, what Stripe customer records to list, and how to identify likely matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review set and inspect the proposed gaps.
Questions about this workflow
Will this create missing Stripe customers?
No. This workflow lists Stripe customers and prepares a gap report. It does not create records.
What makes a contact a match?
Specify a reliable matching rule, such as a shared email address. Have Notis flag ambiguous or incomplete records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Stripe. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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