Bring Stripe customer context into subscriber support
Get the relevant billing profile beside subscriber questions so you can answer with less back and forth.
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
Support questions can take longer when customer billing context has to be searched separately from newsletter details.
- Adds Stripe customer context to a supplied support review list.
- Helps prepare more informed responses to billing questions.
- Cuts manual customer lookup work.
Setup
Build it in a few focused steps.
- 1Connect Beehiiv and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for subscriber inquiry review.
- 3Tell Notis to retrieve Stripe customer details for the inquiries you provide when they include a valid Stripe customer id, then summarize relevant context for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inquiry and confirm only the needed context appears in the report.
Questions about this workflow
Can this find a customer from an email address?
This action retrieves a customer by unique customer id. Use a separate customer search or lookup workflow when the inquiry does not include that id.
Will this reply to the subscriber?
No. It prepares account context for your review and does not send a response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Beehiiv to Stripe. A trigger fires from one place; an action lands in another.
Beehiiv 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.
Beehiiv and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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