See which contacts may need a Stripe customer record
Get a periodic review list of Affinity contacts that do not appear in Stripe, so your team can decide whether to create a record.
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
It is easy to lose track of which active relationships have a billing record when each system is checked separately.
- Make potential gaps visible in a scheduled review.
- Check a focused contact set instead of searching one by one.
- Keep record creation under human review.
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 customer coverage review.
- 3Tell Notis which Affinity contacts to check, how to compare them to Stripe customers, and to report possible missing records without creating them.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a contact known to have a customer record and one known not to.
Questions about this workflow
Will this create missing customers automatically?
No. It reports possible gaps for a person to review. Customer creation should be a separate deliberate action.
How does it know which contacts to check?
Specify the set or criteria in the instruction and rely only on data available in Affinity. Provide a list if the criteria are not stored there.
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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