Run a scheduled customer record review
Set a recurring check for customer records that need attention. Notis can search Algolia and retrieve Stripe customers, then report what the available data supports comparing.
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
Customer record reviews are easy to postpone when they require opening several tools and assembling the same context again.
- Run customer checks on a recurring schedule.
- Review Algolia records alongside Stripe customer data.
- Keep the report grounded in fields actually returned by both apps.
Setup
Build it in a few focused steps.
- 1Connect Algolia and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the scheduled review.
- 3Ask Notis in one instruction to search the selected Algolia index and retrieve Stripe customers for the review, comparing only fields returned by both apps and calling out data that is unavailable.
- 4Choose a recurring schedule and a report channel.
- 5Test with one real run and review the report before relying on its cadence.
Questions about this workflow
Can this prove that a customer is missing from either system?
Only when the search scope, identifiers, and returned data support that conclusion. Ask Notis to call out limits or unavailable fields rather than infer a missing record.
Does this automatically change either record?
No. The Stripe action is a customer list retrieval, so this workflow is for review and reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Algolia to Stripe. A trigger fires from one place; an action lands in another.
Algolia 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.
Algolia and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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