Retrieve Stripe customer context from Bigmailer handoffs
Get the customer record into a concise report while handling a lead or support handoff.
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
Switching tools to look up customer details interrupts the task and can delay a response.
- Retrieve the Stripe customer record using an ID supplied in the handoff.
- Keep customer context close to the task that prompted the lookup.
- Avoid creating or changing customer records during a lookup.
Setup
Build it in a few focused steps.
- 1Connect Bigmailer and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Stripe customer identified in the submitted handoff and summarize relevant details for review.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff containing a valid Stripe customer ID.
Questions about this workflow
Can this find a customer from an email address?
This workflow uses the retrieve-customer action, which requires a Stripe customer ID. Use a lookup workflow with a supported search action if you need to search by other criteria.
Will this update the customer?
No. It retrieves customer details for the report and does not change the Stripe record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bigmailer to Stripe. A trigger fires from one place; an action lands in another.
Bigmailer 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.
Bigmailer and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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