Check Stripe before creating another customer record
Avoid duplicate customer records by checking whether the contact you are working with in Affinity already exists in Stripe.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A new billing record can be created before anyone checks whether the same person already exists under another deal or contact.
- Check for existing customer records before billing setup.
- Use an email filter for a focused Stripe lookup.
- Give the team a reviewable result before any change.
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 record check.
- 3Tell Notis to use the contact email from the request to list matching Stripe customers and report whether a record exists.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one known existing customer and one email with no match.
Questions about this workflow
Does it create or merge customers?
No. It lists customers matching the supplied email so a person can decide what to do next.
What if the Affinity contact has no email?
The workflow needs an email to filter the Stripe customer list. Include one in the request or revise the instruction to handle missing emails.
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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