Bring Attio churn risk into the Stripe customer record
Make a relationship risk easier to spot when reviewing the corresponding billing record.
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
Customer risk signals can remain buried in Attio when the team is reviewing billing activity in Stripe.
- Make a chosen risk signal visible alongside the billing record.
- Reduce context switching during customer reviews.
- Use an existing Stripe customer match for the update.
Setup
Build it in a few focused steps.
- 1Connect Attio and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer risk visibility.
- 3In one instruction, tell Notis how to find at-risk Attio relationships, match their Stripe customers, and update a specified customer detail with the risk note.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real at-risk relationship and review the customer update and report.
Questions about this workflow
Does Stripe provide a dedicated churn-risk field?
No such field is specified here. Choose a customer detail you already use and define the exact update in your instruction.
Will this cancel a subscription?
No. This workflow updates a Stripe customer record only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Attio to Stripe. A trigger fires from one place; an action lands in another.
Attio 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.
Attio and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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