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Notis

Check whether an Akta company contact already exists in Stripe

Send a company contact to Notis and search Stripe before creating another customer record.

Trigger

Webhook received

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

Action

Search Stripe customers

Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.

Why this helps

A researched company may already have a Stripe record, and duplicate customers make billing history harder to follow.

  • Check for existing customer records before creating a new one.
  • Use a supplied email or other search detail to narrow the lookup.
  • Send possible matches to a report channel for a person to review.

Setup

Build it in a few focused steps.

  • 1Connect Akta and Stripe once in the Notis portal.
  • 2Create an automation for checking existing Stripe customers.
  • 3Tell Notis to search Stripe using the supplied company contact details and report possible matches without creating a customer.
  • 4Choose the webhook trigger and a channel for run reports.
  • 5Test with one real contact and inspect the search results.

Questions about this workflow

Does this workflow create or merge customers?

No. It searches Stripe customers and reports matches for review. The listed search action does not merge records.

What information makes a useful search?

Provide contact details or identifiers suitable for Stripe's customer search. Notis should report when the supplied information does not support a confident match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Akta 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.

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

When this happens · Trigger

Do this · Action

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