Create a Stripe customer when a Callingly lead is ready for billing
Capture the lead once, then let Notis prepare the Stripe customer record for your next billing step.
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
New Callingly leads can lose momentum when someone has to copy contact details into Stripe by hand.
- Cuts repeat entry between lead follow-up and billing
- Creates a customer record as soon as a lead is ready
- Leaves the team with more time for the conversation
Setup
Build it in a few focused steps.
- 1Connect Callingly and Stripe once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what customer record to create from an incoming lead.
- 3Describe the outcome in one instruction, including which Callingly lead details Stripe should use.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real lead and confirm the Stripe customer record.
Questions about this workflow
Does Callingly provide a native trigger event for this workflow?
No. Start it with a Notis webhook, which begins the automation when an HTTP request arrives.
What information does Stripe need to create the customer?
The workflow can use the lead details Callingly provides. An email is highly recommended for customer communications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Stripe. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.