Bring Stripe customer records into regular lead research
Make customer records available at the same cadence as your team's planned lead research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Cross-checking customer records one by one can take attention away from deciding which leads deserve follow-up.
- Put customer data into a regular review routine.
- Support lead research with Stripe records.
- Reduce one-off lookup requests.
Setup
Build it in a few focused steps.
- 1Connect Bread & Butter and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis which customer records to review.
- 3Ask Notis to retrieve Stripe customers using only the filters or criteria your team can provide.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test a run with a manageable customer list and check whether the result is useful.
Questions about this workflow
Can I filter this customer list by lead attributes?
Only when those criteria are supplied to Notis or available to the automation. No Bread & Butter trigger event or read action is listed here.
Can the list include every Stripe customer?
The List customers action supports filtering and pagination. Specify a practical review scope in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bread & Butter to Stripe. A trigger fires from one place; an action lands in another.
Bread & Butter 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.
Bread & Butter and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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