Start billing setup from an approved relationship
Once a relationship is ready for billing, create the customer record from verified Affinity contact details and keep the result visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Billing setup can lag after a relationship is approved because customer records require a separate manual step.
- Start billing setup from a verified relationship milestone.
- Use the email recommended for customer communications.
- Keep the created customer id available for later billing work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the approved customer setup.
- 3Tell Notis to create a Stripe customer only when the request confirms approval and includes verified contact details, especially email.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one approved example and confirm the new customer record.
Questions about this workflow
Can this create a customer from any Affinity contact?
Configure the instruction to require an explicit approved request and verified details. The automation should not treat every contact as ready for billing.
What information should the request include?
Include the customer details needed for the Stripe record. An email is highly recommended for customer communications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Stripe. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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