Add a customer record to a filing alert review
When a filing alert names a relevant customer context, retrieve its Stripe record and keep it close to the source research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A filing alert can prompt a customer check, but switching into Stripe to locate the right record slows down the initial review.
- Start a filing review from an HTTP request.
- Retrieve a customer record by its unique Stripe ID.
- Keep the research and record in one run report.
Setup
Build it in a few focused steps.
- 1Connect Bigdata.com MCP and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3In one instruction, ask Notis to review the Bigdata.com filing alert and retrieve the customer for the unique Stripe customer ID in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real filing alert and valid customer ID.
Questions about this workflow
What if the alert only includes a company name?
Retrieve customer requires a Stripe customer ID. Include a known ID or use a separate customer search workflow with a valid query.
Does the lookup validate the customer connection to the filing?
No. It returns Stripe customer details; any relationship to the filing needs separate verification.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigdata.com MCP to Stripe. A trigger fires from one place; an action lands in another.
Bigdata.com MCP 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.
Bigdata.com MCP and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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