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Notis

Find Stripe customer records that need cleanup

Get a review list of customer records that could use attention, without manually scanning the directory.

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

Incomplete or duplicate-looking customer records can complicate billing and support.

  • Find records with missing details for review.
  • Identify possible duplicates by available data.
  • Keep changes under human control.

Setup

Build it in a few focused steps.

  • 1Connect ApptiveGrid and Stripe once in the Notis portal.
  • 2Create an automation named Review Stripe customer records.
  • 3Tell Notis to list customers in the requested scope and report missing details or possible duplicates using available ApptiveGrid context.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real customer list response.

Questions about this workflow

Will this merge or delete customers?

No. It reports records that may need cleanup for a person to review.

How are possible duplicates identified?

Ask Notis to compare available identifiers such as email, and provide any additional matching rules you use.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ApptiveGrid to Stripe. A trigger fires from one place; an action lands in another.

ApptiveGrid triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

ApptiveGrid and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Stripe.