Turn a directory member record into a Stripe customer
When a new member is ready to purchase, create their Stripe customer record and keep the handoff easy to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Creating customer records by hand adds a step between signup and payment, and makes it easier to lose track of who is ready to buy.
- Create the customer record from a member signup handoff.
- Keep the Stripe customer ID available for the next billing step.
- Reduce duplicate entry between directory and payments.
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 creation.
- 3Tell Notis to create a Stripe customer from each incoming member signup request and return the customer ID.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real member example.
Questions about this workflow
Does Brilliant Directories provide a trigger event for this workflow?
No. Start it with a Notis webhook request that supplies the member signup details.
Can this also create a subscription?
This workflow creates a customer only. A separate automation can use the Stripe subscription action after a valid price is available.
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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