Reconcile selected customers with Stripe
Check whether important client records have a corresponding Stripe customer without repetitive searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
It is easy to lose track of which operational records already have a Stripe customer.
- Find matching Stripe customer records from supplied identifiers.
- Highlight records with no clear match.
- Reduce repeated manual customer searches.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Stripe once in the Notis portal.
- 2Create an automation named Reconcile selected customers with Stripe.
- 3Tell Notis to search Stripe for the ApptiveGrid customer identifiers in scope and report clear matches and unresolved records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real customer identifier.
Questions about this workflow
Can this search all ApptiveGrid records automatically?
Use only records available in the connected context or provide the identifiers to Notis. The workflow does not assume an unlisted ApptiveGrid event.
What if multiple Stripe customers match?
Ask Notis to report the ambiguity for human review instead of selecting a customer automatically.
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.
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.
ApptiveGrid and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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