Prepare Stripe context for priority customers
Walk into a customer conversation with billing context already gathered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Preparing for customer conversations often means searching across records at the last minute.
- Gather Stripe customer details before a review or renewal conversation.
- Reduce last-minute context switching.
- Call out missing customer IDs or context.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Stripe once in the Notis portal.
- 2Create an automation named Prepare priority customer billing context.
- 3Tell Notis to retrieve the Stripe customers identified in the available ApptiveGrid context and summarize useful billing details for the review.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real priority customer and review the summary.
Questions about this workflow
Will it retrieve every customer automatically?
The workflow needs customer IDs or a customer scope available in the connected context.
Does this alter customer data?
No. It retrieves customer details and summarizes them.
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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