Review customer and lead contact overlap on a schedule
Bring customer records and supplied Aeroleads contact research into one scheduled review, with matches summarized in a run report.
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
Contact overlap can go unnoticed when customer lists and prospect research are reviewed at different times and in different tools.
- Schedule a recurring review of Stripe customer records.
- Use Aeroleads contact research supplied for the run to identify email matches.
- Receive a summary in the report channel you choose.
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 the recurring contact review.
- 3Tell Notis to list Stripe customers and compare their emails with Aeroleads contact research supplied for each run, then summarize matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the summary is useful.
Questions about this workflow
Does the cron trigger fetch Aeroleads leads automatically?
No Aeroleads trigger event is listed. Provide the contact research to Notis for each scheduled run or through your chosen webhook process.
What does the Stripe action return?
It retrieves Stripe customers and supports filtering by email, creation date, or test clock, as well as pagination.
Can this review change customer records?
No. The selected action lists customers. The workflow compares results and reports them.
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.
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.
Aeroleads and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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