Check saved payment methods during billing setup
Use the customer reference in onboarding paperwork to see whether the Stripe account has payment methods available for the next billing step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Billing setup can stall when no one checks whether the customer has a usable payment method on file.
- Check payment method availability during setup.
- Reduce manual navigation to customer billing details.
- Flag missing setup details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for onboarding payment method checks.
- 3Tell Notis to extract the Stripe customer ID, list that customer's payment methods, and report whether any are present without exposing sensitive details.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one onboarding document for a known Stripe customer.
Questions about this workflow
Does this add or change a payment method?
No. The action lists payment methods for the specified customer.
What customer reference is needed?
Provide the Stripe customer ID in the document or specify a reliable way to identify the customer.
Will the workflow show card details?
Ask Notis to report only whether a method is present and any non-sensitive details needed for your setup check.
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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