Bring Stripe customer context into a caller handoff
Include the Stripe customer ID in a handoff request and have Notis retrieve the corresponding customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A caller handoff is harder when the person taking over has to pause and search a separate billing account.
- Reduce tool switching during a handoff.
- Surface existing customer details in a Notis run.
- Use the customer ID already supplied with the request.
Setup
Build it in a few focused steps.
- 1Connect CallOnTheGo and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for caller handoffs.
- 3In one instruction, ask Notis to retrieve the Stripe customer identified by the webhook and summarize relevant returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example that includes a Stripe customer ID.
Questions about this workflow
Can it find a customer from only a phone number?
This Stripe action retrieves a customer by unique Stripe customer ID. The request needs to include that ID.
Does this change the Stripe record?
No. It retrieves customer details for the handoff context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CallOnTheGo to Stripe. A trigger fires from one place; an action lands in another.
CallOnTheGo 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.
CallOnTheGo 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.