Find a Stripe customer using billing document details
Use the customer clues already present in billing paperwork to search Stripe and return likely account matches for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
A name or email in a document can be hard to connect to the right Stripe record when working across tools.
- Search with customer details from the source document.
- Reduce manual account lookups.
- Report potential matches for confirmation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for customer searches from billing documents.
- 3Tell Notis to extract the available customer clues, form a Stripe customer search query, and present possible matches without changing records.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one document for a customer whose Stripe record is known.
Questions about this workflow
Does a search guarantee an exact match?
No. Review returned matches and make the criteria clear in your instruction, especially when names are ambiguous.
Does this create or update a customer?
No. It searches and returns customer records for review.
What clues can be used?
Use details extracted from the document, such as customer name or email, and specify which clues matter for your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Stripe. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.