Review Stripe customer details for Ascora accounts
Give key customer accounts a routine billing record check and bring useful details into the report your team already sees.
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
Founders spend too much time reopening billing profiles to answer routine account questions.
- Keep account checks on a dependable schedule.
- Reduce repeated manual profile lookups.
- Focus the report on the customer details that guide follow-up.
Setup
Build it in a few focused steps.
- 1Connect Ascora and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which Ascora accounts to review, retrieve their Stripe customer records, and report the details that matter for billing follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and compare the report with its Stripe customer record.
Questions about this workflow
How does the workflow locate each customer?
The retrieve customer action needs a unique Stripe customer id. Make that reference available in the Ascora data or explain how Notis should match an account.
Can the workflow update customer details?
No. This workflow retrieves details for review. Updating a record requires a separate Stripe action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Stripe. A trigger fires from one place; an action lands in another.
Ascora 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.
Ascora and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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