Find the right Stripe customer from invoice paperwork
When a billing question arrives with an invoice, extract its customer identifier and retrieve the Stripe record for context.
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
Switching between a billing document and Stripe to find the customer slows down routine support work.
- Reduce app switching during billing questions.
- Retrieve customer details using a verified Stripe customer ID.
- Give support a concise record to act on.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for invoice-related customer lookups.
- 3Tell Notis to extract the Stripe customer ID from the submitted document, retrieve that customer, and summarize relevant details for the support request.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one request tied to a known Stripe customer.
Questions about this workflow
Does this update the customer record?
No. It retrieves customer details to support a lookup and summary.
What identifier should the document include?
A Stripe customer ID gives the workflow a direct lookup reference. If you use another identifier, specify a reliable match process.
What information should the summary contain?
Ask Notis to include only the details relevant to the support request and avoid inferring information absent from the record.
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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