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Notis

Find an existing Stripe customer from a business inquiry

When an inquiry arrives, Notis can search for a matching Stripe customer so follow-up starts with the right account context.

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

A new business inquiry can be hard to route when you do not know whether the company already has a billing relationship.

  • Check whether an inquiry may match an existing account
  • Prepare follow-up with relevant customer context
  • Keep search uncertainty visible

Setup

Build it in a few focused steps.

  • 1Connect Browserless and Stripe once in the Notis portal.
  • 2Create an automation from any channel, or use Automations, New Automation in the portal.
  • 3In one instruction, ask Notis to inspect the inquiry and search Stripe customers using a supported query based on available details.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real inquiry and verify matches before using the result for routing.

Questions about this workflow

What details make a useful search?

Use details in the inquiry that support a valid Stripe customer search query, such as a known customer email.

Will the search choose an account automatically?

It returns matching customer records. Ask Notis to report multiple or uncertain matches for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Browserless to Stripe. A trigger fires from one place; an action lands in another.

Browserless triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Browserless and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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