Find the right Stripe customer from a Blooio chat
Give Notis the relevant chat details and get a Stripe customer match ready for your next step.
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
Looking up a customer across chat and billing interrupts conversations and makes duplicate records more likely.
- Find an existing customer before creating another record.
- Bring billing context into the conversation workflow.
- Flag ambiguous matches for human review.
Setup
Build it in a few focused steps.
- 1Connect Blooio and Stripe once in the Notis portal.
- 2Create an automation for customer lookups from Blooio conversations.
- 3Tell Notis to search Stripe using the customer information present in the webhook payload and report likely matches or ambiguity.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real conversation that identifies a customer.
Questions about this workflow
Will it update the customer record?
No. This workflow searches for matching customers and reports the results for review.
What details should the webhook include?
Include the Blooio conversation context and available customer identifiers, such as name or email. Notis should report when the supplied details are insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blooio to Stripe. A trigger fires from one place; an action lands in another.
Blooio 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.
Blooio and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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