Review company prospects against Stripe on a schedule
Give Notis the current Akta company list and let it surface possible missing Stripe customer records on a recurring schedule.
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
Teams can lose track of which researched companies have made it into billing, especially when lists and customer records drift apart.
- See possible customer record gaps in a recurring report.
- Compare company names or identifiers against Stripe customer records.
- Keep review out of ad hoc spreadsheet checks.
Setup
Build it in a few focused steps.
- 1Connect Akta and Stripe once in the Notis portal, and make the current company list available to the automation.
- 2Create an automation for a recurring company-to-customer review.
- 3Tell Notis to compare the available Akta companies with Stripe customers and report possible unmatched companies without creating records.
- 4Choose the schedule trigger and a channel for run reports.
- 5Test with one real company list and review the reported matches and gaps.
Questions about this workflow
Does Notis fetch a fresh Akta list automatically?
No Akta retrieval action or trigger is listed here. Make the current Akta list available to the automation for each scheduled run.
Will it create Stripe customers for unmatched companies?
No. This workflow lists possible gaps for review. It does not create records or claim a match when supplied details are insufficient.
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.
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.
Akta and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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