Prepare a billing brief before you follow up
Get a compact view of an existing Stripe customer while preparing to contact an investor, founder, or partner in Affinity.
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
Before a follow-up, customer context is scattered across contact records and billing screens.
- Prepare for a conversation with relevant billing context.
- Keep the lookup anchored to an Affinity contact.
- Make unclear customer identity visible before sharing details.
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 brief.
- 3Tell Notis to identify the matching Stripe customer from the request's Affinity contact details, retrieve that customer, and summarize useful account information.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one known contact and review the brief for accuracy.
Questions about this workflow
What does the brief include?
Ask for the customer details that support your use case. Notis can summarize the retrieved customer record, while any unavailable context must be supplied separately.
Will this work if there are several matching customers?
Notis can report candidate matches for review. Provide a reliable identifier in the request if you need a specific customer retrieved.
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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