Find the right Stripe customer for a meeting follow-up
When a meeting recap identifies a customer but lacks their Stripe ID, search Stripe using a precise query and review the matching records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
A founder may know who a call was with but still have to hunt for the matching billing profile.
- Reduce manual searching for the billing profile tied to a conversation.
- Use Stripe's customer search against a supplied query.
- Review returned matches before taking a follow-on action.
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 Notis should search Stripe customers using the exact available identifying details and return matches for review without choosing among ambiguous records.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real meeting context that includes a customer email or other precise search detail.
Questions about this workflow
Does this create or update a Stripe customer?
No. This action searches for matching customer records.
What if the search returns several people?
Review the matches and provide a precise identifier or select the intended record before any separate action.
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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