Review Stripe customers connected to removal activity
Keep customer records easier to understand with a scheduled list and available Cdr platform context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Customer records become harder to maintain when onboarding activity and billing profiles are checked separately.
- Lists Stripe customers for periodic review.
- Summarizes available Cdr platform customer context.
- Identifies records that need human review when context is missing.
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis: On each scheduled run, list Stripe customers and summarize connections to Cdr platform customer activity supported by available context, noting unmatched records or missing history.
- 4Choose notis_cron as the trigger and choose where run reports should go.
- 5Test with one real run and review the customer summary.
Questions about this workflow
Does this change customer records?
No. It lists customers and prepares a review summary.
Can it identify duplicate customers?
It can point out possible duplicates only when the available customer details support that analysis; review any suggested matches before making changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Stripe. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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