Review selected Stripe customer records for rental accounts
Bring a short list of important billing records into a regular account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Important customer records can be hard to keep current when checking them depends on manual dashboard visits.
- Review specified customer records together
- Keep account checks in a routine
- Surface records that warrant a closer look
Setup
Build it in a few focused steps.
- 1Connect Bookingmood and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve the Stripe customers identified in the list you provide and summarize details relevant to rental account follow-up.
- 4Pick a recurring notis_cron schedule and choose where run reports should go.
- 5Test with one real customer ID from your list.
Questions about this workflow
Can this workflow review every customer in Stripe?
The customer retrieval action needs a customer ID. For broader discovery, provide a selected list or use a customer listing or search action.
Can Notis decide which records need an update?
It can flag details against criteria you state, but it needs your rules and the relevant account context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bookingmood to Stripe. A trigger fires from one place; an action lands in another.
Bookingmood 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.
Bookingmood and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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