Bring customer details into course topic follow-up
Gather relevant customer details when a new topic signals a billing conversation that needs follow-up.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
A billing question tied to a new course topic can require a customer lookup before anyone can respond confidently.
- Retrieves details for an identified Stripe customer.
- Gives the billing reviewer context in the run report.
- Does not change customer information.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Stripe once in the Notis portal.
- 2Create an automation in Automations, then New Automation, and give it a name and prompt.
- 3In one instruction, specify how to identify the customer and which details to include in the report.
- 4Pick New Canvas Discussion Topic as the trigger and choose where run reports should go.
- 5Test with one real topic and verify the customer identity.
Questions about this workflow
Can this find a customer from a topic title?
The action retrieves a customer by unique customer id. Supply that id or a supported means of obtaining it.
Will this update the customer record?
No. It retrieves customer details only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Stripe. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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`.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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