Bring Stripe customer context into booking follow-up
Give your booking follow-up a quick view of the known Stripe customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A booking conversation can lack the billing context needed to plan the next step.
- Reduce app switching during booking follow-up.
- Review known Stripe customer details alongside the booking.
- Support a more informed manual next step.
Setup
Build it in a few focused steps.
- 1Connect Appointo and Stripe once in the Notis portal.
- 2Create an automation for booking billing context.
- 3Tell Notis to retrieve the Stripe customer identified in the booking request and summarize relevant returned details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example containing a Stripe customer ID.
Questions about this workflow
Can this find a customer from an email alone?
This action retrieves a customer by unique Stripe customer ID. A customer ID must be available in the request.
Does this charge or change the customer?
No. This action retrieves customer details and does not modify the Stripe record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Appointo to Stripe. A trigger fires from one place; an action lands in another.
Appointo 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.
Appointo and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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