Resolve customer record ambiguity with a Stripe search
When a profile cannot be confidently matched, search Stripe for candidates and send the results for human review.
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
An uncertain customer match can lead to duplicate records or an update to the wrong billing profile.
- Find candidate records for manual verification
- Avoid blind updates when identity is uncertain
- Keep the search result tied to a profile case
Setup
Build it in a few focused steps.
- 1Connect Bluebarry and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer matching review.
- 3In one instruction, tell Notis to use the supplied search criteria, return candidate Stripe customers, and require human verification before any record change.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real profile review and verify the search candidates.
Questions about this workflow
Does a search result prove that a customer is the right match?
No. Search returns matching candidates. Instruct Notis to surface results for verification before changing a record.
What query should be supplied?
Provide criteria compatible with Stripe's customer search query language and based on verified profile details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bluebarry to Stripe. A trigger fires from one place; an action lands in another.
Bluebarry 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.
Bluebarry and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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