Find client meetings without a clear Stripe customer
Get a short reconciliation list of recent client conversations that may need a Stripe customer record.
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
New client conversations can move forward while billing setup remains incomplete or disconnected from the meeting context.
- Surface likely missing customer records for follow-up.
- Keep new client admin from building up unnoticed.
- Separate clear matches from ambiguous ones for faster review.
Setup
Build it in a few focused steps.
- 1Connect Calendarhero and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to compare recent client meetings with Stripe customers, report likely matches, and flag missing or ambiguous records without creating duplicates.
- 4Choose a recurring schedule and report channel, then test with one real recent meeting.
Questions about this workflow
Will this create customer records for unmatched meetings?
No. It reports possible gaps for review. Use a separate workflow when you have confirmed details and want to create a customer.
What makes a match reliable?
A matching email or another supplied identifier helps. Notis should label uncertain matches instead of treating them as confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendarhero to Stripe. A trigger fires from one place; an action lands in another.
Calendarhero 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.
Calendarhero and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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