Find member billing records that need a customer link
Compare known member emails with Stripe customer records and review the matches in one report.
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
Member records without a reliable Stripe customer link make billing support and renewals harder to manage.
- Look for Stripe customers using member email addresses.
- Report missing or ambiguous matches for review.
- Help establish customer IDs for later billing workflows.
Setup
Build it in a few focused steps.
- 1Connect Brilliant Directories and Stripe once in Notis.
- 2Create an automation in Notis and name it for member customer reconciliation.
- 3Tell Notis to list Stripe customers by the known member email addresses and report missing or ambiguous matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real member record.
Questions about this workflow
Does a matching email prove the records belong to the same person?
No. Review ambiguous results before linking records or taking billing action.
Can the workflow update the directory with customer IDs?
This uses the Stripe customer listing action only. Any directory update must be supported by your available integration capabilities.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brilliant directories to Stripe. A trigger fires from one place; an action lands in another.
Brilliant directories 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.
Brilliant directories and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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