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Notis

Get customer context beside new research

Bring Stripe customer details into the same report as a new research signal, so you can decide what follow-up makes sense.

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

New research can arrive without the billing context needed to decide whether or how to follow up.

  • Retrieve Stripe customer details from an incoming customer ID.
  • Keep research and billing context together in one run report.
  • Make follow-up decisions with less manual lookup.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Stripe once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the outcome in one instruction: use the customer ID in the incoming research payload to retrieve the Stripe customer and summarize the returned details for review.
  • 4Pick a webhook trigger and choose where run reports go.
  • 5Test with one real research item and a valid Stripe customer ID.

Questions about this workflow

What if the research item has no Stripe customer ID?

The automation needs a valid customer ID to retrieve a record. Include it in the incoming request or treat the missing ID as a follow-up item.

Does the brief include data that Stripe does not provide?

No. It summarizes returned customer details and the research supplied with the request. It should mark unavailable information as missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agenty to Stripe. A trigger fires from one place; an action lands in another.

Agenty triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Agenty and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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