Keep Stripe customer details current from invoices
When a new invoice contains revised customer information, have Notis find the customer and update only the details you specify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
Customer information can drift between billing documents and Stripe when updates are copied by hand.
- Reduce manual customer record edits.
- Limit updates to details present in the invoice.
- Make changes easier to review in run reports.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for invoice-based customer updates.
- 3In one instruction, ask Notis to extract the customer email and changed details, find the matching Stripe customer, and update only provided details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one invoice for a customer you can verify.
Questions about this workflow
Does this replace every customer field?
Stripe's update action changes only the details provided. Tell Notis which extracted details it may update and test the instruction.
How does Notis identify the customer?
Specify a reliable matching rule in your prompt, such as the email extracted from the document, and review the result before relying on it.
What if no matching customer is found?
State in your prompt whether Notis should report the unmatched document for review. Do not assume a customer will be created by this update action.
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
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