Match processed invoice customers to Stripe records
Give invoice batches a regular customer match review so unmatched billing records do not disappear into a queue.
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
Batch invoice processing can leave customer matches unresolved unless someone remembers to check them.
- Review customer matches in batches.
- Use invoice email details to narrow customer lookup.
- Surface unmatched documents for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Stripe once in the Notis portal.
- 2Create an automation for scheduled invoice batch matching.
- 3Tell Notis which processed invoices to review, list Stripe customers using extracted email addresses, and report clear matches and unmatched cases without creating records.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one batch containing a known match and one unmatched invoice.
Questions about this workflow
Does this create missing customers?
No. It lists customers for matching and reports exceptions. Use the create customer action in a separate workflow if you want to add records.
How should matches be judged?
Specify your matching criteria, such as an exact email address, and have Notis flag uncertain cases for review.
Does the schedule discover new Affinda documents automatically?
The schedule starts the run. Your prompt must define how Notis accesses the processed invoice batch.
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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