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Notis

Make customer growth easier to review

Use a recurring check-in to bring Stripe customer records into a concise snapshot for the growth KPI you track.

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

Customer growth reviews often start with gathering records and reconstructing what the KPI is meant to measure.

  • Gather customer data for recurring KPI discussions.
  • Use an explicit date range or definition supplied in the instruction.
  • Get a concise snapshot to support the next decision.

Setup

Build it in a few focused steps.

  • 1Connect BSC Designer and Stripe in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, specify the customer growth measure and date range, then ask Notis to retrieve Stripe customers and summarize the result.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real customer snapshot.

Questions about this workflow

Can the workflow calculate new customers for a period?

Provide the date range and definition you want applied. The action supports customer listing and creation-date filtering.

Does the workflow create or update customer records?

No. It retrieves customer data for the snapshot.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

BSC Designer 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.

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

When this happens · Trigger

Do this · Action

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