Find the Stripe customer behind a billing email
Get the customer record in view when a billing email arrives, so you can respond with the right account context without a manual search.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A simple customer question can turn into a distracting search across email and Stripe.
- Retrieve customer details for a clearly matched billing inquiry.
- Reduce manual account searching between apps.
- Flag missing or ambiguous customer identity for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3In one instruction, ask Notis to identify the Stripe customer from the email, retrieve the customer record when the match is clear, and summarize relevant returned details.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
- 5Test with one real customer email and check the match.
Questions about this workflow
Can it find a customer if the email does not identify them?
Not reliably. Ask Notis to flag missing identity details instead of guessing which Stripe record to retrieve.
Does retrieving the record modify it?
No. This workflow retrieves customer details for context and does not update the Stripe record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Stripe. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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