Customer Context at Your Fingertips
Support question arrives, and Notis instantly pulls the customer's Stripe profile. You have full billing context before replying.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Support requests come in without billing context, forcing you to context-switch to Stripe and search manually. This delays responses and breaks focus.
- Customer billing details available instantly when questions arrive
- No context-switching to look up payment history
- Faster support responses with full information
- Better customer understanding from payment patterns
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis.
- 2Connect your support channel (Slack, email, Telegram) to Notis if needed.
- 3Tell Notis: 'When a support question arrives with a customer email, look up that customer in Stripe and send me their details.'
- 4Test by having Notis receive a support inquiry with a customer email.
- 5Verify Notis retrieves and displays the customer's Stripe profile (charges, subscription status, etc.).
Questions about this workflow
How does Notis know which customer to look up?
You specify the email in the inquiry, and Notis searches Stripe by email. Or tag the customer ID in the message, and Notis looks it up directly.
What customer details does Notis show?
Name, email, subscription status, recent charges, balance, created date, and more. You can customize what's displayed.
Can Notis do this for other channels like text or email?
Yes. Set up webhooks from your support system, email service, or messaging app, and Notis can pull customer details for any incoming inquiry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Stripe. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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`.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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