Prepare customer research with public and Stripe context
Get a customer research brief that brings together relevant public pages and account details.
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
Preparing for a customer conversation can mean switching between web research and billing records.
- Summarize public web pages related to a supplied customer or business.
- Retrieve a Stripe customer by its known customer ID.
- Prepare context for a more focused customer conversation.
Setup
Build it in a few focused steps.
- 1Connect Ceramic and Stripe once in the Notis portal.
- 2Create an automation named Customer research account brief.
- 3Tell Notis: Search Ceramic for public information about this business and retrieve the Stripe customer using the customer ID I provide, then summarize the context for my next conversation.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one customer ID and verify the public and Stripe details are clearly distinguished.
Questions about this workflow
Does it find the Stripe customer ID from a company name?
This workflow uses the customer ID you provide for the Stripe retrieve action. Public web search does not establish that ID.
Does it send the customer a message?
No. It creates an internal research report.
What should the request include?
Include the company or person to search for and the Stripe customer ID whose details should be retrieved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ceramic to Stripe. A trigger fires from one place; an action lands in another.
Ceramic 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.
Ceramic and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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