Find the right Stripe customer from an email
Spend less time hunting for an account. Notis can search customer records using the identifying details in a new message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
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 billing message is hard to answer when the person writing is not immediately connected to a Stripe record.
- Search customer records using details supplied by the sender.
- Summarize likely matches for the next step.
- Flag ambiguous results before any record is changed.
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 search Stripe customers using the sender's email or explicit customer details and report likely matches without changing records.
- 4Pick Agent Mail's New Email Received trigger and choose where run reports go.
- 5Test with one real email from a customer that already has a Stripe record.
Questions about this workflow
Will this update the matched customer?
No. It searches customer records and reports matches for review.
What if several customers share similar details?
Ask Notis to show the ambiguity instead of selecting a record without a confident match.
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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No card. Works with personal or business Stripe.