Check proposal prospects for duplicate Stripe customers
Catch likely duplicate billing records before they make customer history harder to follow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Prospects can reappear under slightly different details, leading to duplicate Stripe customers and scattered billing history.
- Retrieve Stripe customers for a recurring review.
- Compare against prospect details available to Notis.
- Report likely matches for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify likely duplicate customers and report uncertain matches for review.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real prospect and known customer records.
Questions about this workflow
Will this merge duplicate customers?
No. It reports likely matches for review; the selected Stripe action lists customers and does not merge records.
Can the workflow compare every prospect automatically?
Only prospect details available to Notis can be compared. The report should identify missing or ambiguous details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Stripe. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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