Prepare customer reviews with Stripe account context
Before a customer review, retrieve the Stripe profile by ID so the account context is available alongside the Avoma meeting agenda.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Founders can enter an account review without billing context and then scramble between tools during the call.
- Bring billing profile context into meeting preparation.
- Reduce last-minute tool switching before a customer conversation.
- Retrieve the intended record using its Stripe customer ID.
Setup
Build it in a few focused steps.
- 1Connect Avoma and Stripe to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that when the meeting prep request includes a Stripe customer ID, Notis should retrieve that customer record and summarize relevant returned details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real upcoming review context and customer ID.
Questions about this workflow
Does this workflow read Avoma automatically?
Avoma does not expose trigger events here. Send the meeting preparation context to the Notis webhook to start this workflow.
Can it locate a customer by meeting title?
Use a Stripe customer ID in the webhook input so Notis retrieves the intended customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Avoma to Stripe. A trigger fires from one place; an action lands in another.
Avoma 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.
Avoma and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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