Review customer records before billing follow-up
Get a concise customer record check tied to recent buyers, with unclear matches called out for review.
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
Customer details can be incomplete when someone needs to invoice or respond to a billing question.
- Bring customer record details into buyer review
- Spot missing information present in the available record
- Keep uncertain customer matches separate for follow-up
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Stripe once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis in one instruction to identify selected recent buyers, retrieve matching Stripe customer records, and report relevant missing details or uncertain matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real buyer and confirm the retrieved customer record.
Questions about this workflow
Can it decide which information a customer should have?
No. Specify the details your process requires. Notis can report what is missing from the returned record.
Will it update customer records?
No. This action retrieves customer details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Stripe. A trigger fires from one place; an action lands in another.
Baselinker 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.
Baselinker and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.