Find Stripe customer details from an ActiveTrail contact
Give a billing question the customer context it needs without searching Stripe by hand.
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
Billing follow-up can consume time when a contact's marketing record and Stripe account are disconnected.
- Bring Stripe customer context into a follow-up
- Reduce manual searching in Stripe
- Route uncertain matches for review
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 provide a name and prompt.
- 3Tell Notis to find the matching Stripe customer from the provided contact identifier and retrieve the customer details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the returned customer.
Questions about this workflow
Does this retrieve charges or invoices too?
No. This workflow retrieves customer details. Use a separate workflow with a charge or invoice action when transaction data is needed.
What if there are multiple possible matches?
Ask Notis to report the ambiguity and request review rather than choosing a customer without confidence.
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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