Check campaign contacts against Stripe customers
Give Notis a recurring campaign review and a list of contact emails from Agility. It can look up matching Stripe customers and summarize the results.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Before a campaign goes out, matching content contacts to billing records can become a manual search across tools.
- Review a supplied contact list on a predictable schedule.
- Find existing customer records by email instead of manually searching.
- Get a concise summary of matches and contacts that need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the campaign contact review.
- 3Tell Notis to use the Agility campaign details and contact emails you provide, search Stripe customers by email, and summarize matches or missing records.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one real campaign example and verify the customer matches.
Questions about this workflow
Can the schedule read Agility CMS automatically?
This workflow uses a Notis schedule, and the available context does not list an Agility trigger event. Supply the campaign details or contact list in the automation's prompt or run context.
Does it create missing Stripe customers?
No. This workflow only lists customers for lookup. Review the summary and decide whether to create any missing customer records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Stripe. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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