Keep interview client emails current in Stripe
When a client email changes in your interview records, let Notis update the matching Stripe customer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Customer
Updates an existing stripe customer, identified by customer id, with only the provided details; unspecified fields remain unchanged.
Why this helps
Outdated billing emails make invoices harder to deliver and customer records harder to recognize.
- Checks interview records on a recurring schedule for email changes.
- Updates only the matched Stripe customer record.
- Reports records that cannot be matched confidently.
Setup
Build it in a few focused steps.
- 1Connect Async interview and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe how to identify client email changes and match each record to an existing Stripe customer, using a stable customer ID when available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client email change and confirm the intended Stripe customer was updated.
Questions about this workflow
What if an interview record does not contain a Stripe customer ID?
Provide another reliable matching rule, such as an exact email match. If more than one customer could match, have Notis report the case for review rather than update an uncertain record.
Does this overwrite other Stripe customer details?
The action updates only the provided details. Instruct Notis to update the email only and leave other customer details untouched.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Async interview to Stripe. A trigger fires from one place; an action lands in another.
Async interview 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.
Async interview and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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