Search Stripe customers for campaign follow-up
Find relevant customer records before following up on campaign activity, with the matching query spelled out in the report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Customer lookup takes attention away from the campaign conversation and can slow the next useful action.
- Search customer records with Stripe's supported search query language.
- Use campaign supplied terms to find relevant records.
- Review results before deciding what to do next.
Setup
Build it in a few focused steps.
- 1Connect Campayn and Stripe once in the Notis portal.
- 2Create an automation describing which campaign details should guide the customer search.
- 3Pick a recurring schedule trigger and choose where run reports go.
- 4Test with one real campaign context and review the customer matches.
Questions about this workflow
Can it search arbitrary text?
The query must follow Stripe's customer search query language. Notis should use supported fields and terms based on the available campaign context.
Does this change customer data?
No. This action searches and retrieves customer matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Campayn to Stripe. A trigger fires from one place; an action lands in another.
Campayn 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.
Campayn and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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