Review Stripe customer records with Apilio context
Bring customer records into a regular operations review, with the Apilio context that helps you decide what needs follow-up.
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 records pile up while account issues or operational signals remain disconnected from billing review.
- Review customers on a regular schedule.
- Use supported customer filters to focus the list.
- Include relevant Apilio operational context in the summary.
Setup
Build it in a few focused steps.
- 1Connect Apilio and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which customers to list and how to use your Apilio context to identify follow-up needs.
- 4Choose the schedule trigger and select where run reports should go.
- 5Test with one real filtered customer list.
Questions about this workflow
Can I restrict the customer list?
Yes. Specify supported filters such as email, creation date, or other available list criteria in your instruction.
Will this update customer records?
No. It retrieves customer records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apilio to Stripe. A trigger fires from one place; an action lands in another.
Apilio 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.
Apilio and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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