Keep customer records ready for billing communication
Review Stripe customer records alongside an Authyo user list your team provides, and surface details that may need a human check.
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
Outdated customer records can make important billing communication harder to deliver.
- Surfaces potential record issues for deliberate follow-up.
- Makes account review more repeatable.
- Uses only identity details supplied to the automation.
Setup
Build it in a few focused steps.
- 1Connect Authyo and Stripe in the Notis portal once.
- 2Create an automation in Automations, New Automation, and name the customer record audit.
- 3Tell Notis: retrieve the Stripe customers associated with the user details I provide and summarize records that may need review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account sample and verify that the customer matches are appropriate.
Questions about this workflow
Does this retrieve Authyo user profiles?
No Authyo triggers are provided here. Supply the user details or identifiers to compare with Stripe.
Will this update any customer records?
No. It retrieves customer details for a review. Use a separate workflow with the update customer action if an approved change is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Authyo to Stripe. A trigger fires from one place; an action lands in another.
Authyo 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.
Authyo and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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