Create Stripe customers from ApptiveGrid intake records
A new client record can be ready for billing before you have to copy details between apps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
New client details sit in ApptiveGrid while someone remembers to create the matching Stripe customer.
- Avoid retyping client contact information.
- Get a Stripe customer ID ready for later billing.
- Receive a run report when a customer is created or details are missing.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Stripe once in the Notis portal.
- 2Create an automation named Create Stripe customer from intake.
- 3Tell Notis to create a Stripe customer from the client details in each incoming webhook and report missing information.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real intake record.
Questions about this workflow
What starts this automation?
A Notis webhook request starts it. The request should include the client details you want Notis to use.
What if the record has no email?
Ask Notis to report the missing email and avoid creating an incomplete customer.
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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