Find Stripe customer matches for Basin contacts
Know which recent form contacts already exist in Stripe before you decide how to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Finding existing customer records by hand can interrupt follow-up and lead to duplicate records.
- Search for customer records using recent contact details.
- Give sales and support a useful match report.
- Reduce duplicate creation caused by manual lookup gaps.
Setup
Build it in a few focused steps.
- 1Connect Basin and Stripe once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to fetch recent Basin contacts, search Stripe using available identifying details, and report likely matches for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact and refine the search instruction if needed.
Questions about this workflow
Is the search exact?
Search results depend on the query and Stripe's search behavior. Review likely matches before taking action.
Does it create or update customers?
No. It searches customers and reports results only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Basin to Stripe. A trigger fires from one place; an action lands in another.
Basin 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.
Basin and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.