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Create a Stripe customer when a lead is ready for billing

Once your team confirms a prospect is ready to buy, turn the verified contact details into a Stripe customer record.

Trigger

Webhook received

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

Action

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

Why this helps

After a buyer is approved, customer setup can become another manual handoff that delays billing preparation.

  • Create a Stripe customer from a buyer's supplied contact details.
  • Include an email to support customer communications.
  • Keep the approval and creation outcome in a Notis run report.

Setup

Build it in a few focused steps.

  • 1Connect Aeroleads and Stripe once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for approved buyer setup.
  • 3Tell Notis to create a Stripe customer only when the webhook represents a contact your team has approved as a buyer, using the supplied email and details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one approved buyer example and confirm the customer record in Stripe.

Questions about this workflow

Should every enriched lead become a Stripe customer?

No. Use this workflow only after your team has approved the contact as a buyer who is ready for billing setup.

What contact information should be sent?

Include the buyer's email, which Stripe recommends for customer communications, along with any other details you want included.

Does creating a customer charge them?

No. This action creates a Stripe customer record. It does not create a charge or subscription.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Aeroleads 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.

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

When this happens · Trigger

Do this · Action

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