Find the right Stripe customer from an Apilio support request
Turn the customer clues in a request into a focused Stripe search, with possible matches returned for review.
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
Support cases often start with partial customer details, making a reliable billing lookup take longer than it should.
- Search using customer clues supplied with the request.
- Surface likely matching customer records for review.
- Keep the Apilio support context with the search results.
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 to search Stripe customers using the supplied query and explain how to handle ambiguous matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real support request and confirm the match.
Questions about this workflow
What search query should I provide?
Provide a query that follows Stripe's customer search query language, or clearly state the customer information available so Notis can form the search.
Will this pick a customer automatically if several match?
Your instruction should tell Notis to report ambiguous results for review instead of assuming a match.
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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