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Find existing Stripe customers using enriched contacts

Check whether an enriched lead already has a Stripe customer profile before creating a duplicate.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Creating a new billing profile without checking for an existing customer can fragment customer history.

  • Check for a Stripe customer match before creation.
  • Use contact enrichment to make a search more informative.
  • Report uncertain matches for a human to review.

Setup

Build it in a few focused steps.

  • 1Connect Bettercontact and Stripe once in the Notis portal.
  • 2Create a new automation in Automations, then give it a name and prompt.
  • 3Ask Notis to enrich the contact, search Stripe using suitable returned details, and report possible matches without creating a customer.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test with one contact that is already in Stripe and one that is not.

Questions about this workflow

Does this guarantee a unique match?

No. Search results need to be reviewed when multiple records or uncertain matches appear.

Does it create a Stripe customer when no match is found?

No. This workflow reports matches only; use a separate customer-creation workflow when you are ready to create a record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Bettercontact to Stripe. A trigger fires from one place; an action lands in another.

Bettercontact triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Bettercontact and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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