Check Customer Payment Methods Without Logging Into Stripe
A customer calls with a payment issue. Mention their name in Airtable (or ask Notis), and you instantly see every payment method they have on file.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
A customer says their card was declined, and you have to log into Stripe, find them, and check their payment methods. Minutes lost, customer gets frustrated.
- Customer issues resolved faster
- No Stripe login needed
- Clear view of stored payment methods
Setup
Build it in a few focused steps.
- 1Connect Airtable and Stripe to Notis.
- 2Create automation: 'When I ask Notis for payment methods for a customer in Airtable, retrieve and show me all their saved payment methods from Stripe.'
- 3Notis can be triggered by a note in Airtable or via a message (Slack, email, etc.).
- 4Test by asking Notis for payment methods for a real customer and verify the list is correct.
Questions about this workflow
Can I see which payment method is the default?
Yes. Notis will highlight the default method so you know which one is used for automatic charges.
Can I delete or update a payment method from Airtable?
This automation retrieves only. To delete or update, you'd need a separate automation. Most teams keep deletion in Stripe for security.
Is this lookup real-time?
Yes. Notis pulls the current data from Stripe so you see the live state of payment methods.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Stripe. A trigger fires from one place; an action lands in another.
Airtable triggers
Stripe actions
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
View Created
Triggers when a new view is created in an Airtable base.
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.
View Deleted
Triggers when a previously known Airtable view is deleted.
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.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
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.
Not just Airtable and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Stripe.