Create a Stripe customer from a Calendly booking request
Capture the customer record while the meeting request is still in context.
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
After a prospect books, creating their billing record can become another task to remember before the conversation.
- Reduce duplicate data entry after a booking request.
- Check for an existing Stripe customer before creating another record.
- Keep customer setup close to the meeting request.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to review the incoming Calendly request, find a matching Stripe customer, and create one only when none exists.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real booking request and review the result.
Questions about this workflow
Does this run when someone books in Calendly automatically?
The notis_webhook starts when an HTTP request reaches it. Set up the request that should start this workflow and include the booking details Notis needs.
Will it always create a new Stripe customer?
Tell Notis to search for a matching customer first and create one only when needed. The request should include enough identifying information, such as an email address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Stripe. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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