Look up a Stripe customer from a Charla conversation
Give support agents billing context while they are already handling the conversation.
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
Agents switch between support and billing tools just to confirm who a conversation belongs to.
- Cut tool switching
- Speed up account verification
- Return consistent customer details to the support team
Setup
Build it in a few focused steps.
- 1Connect Charla and Stripe once in the Notis portal.
- 2Create an automation named for Charla conversation customer lookup.
- 3Tell Notis to retrieve the Stripe customer using the customer identifier in each Charla webhook payload and summarize the result.
- 4Choose a Notis webhook as the trigger and select a run report channel.
- 5Send one real conversation payload with a known Stripe customer ID.
Questions about this workflow
What identifier is required?
The payload must include a valid Stripe customer ID or another identifier that Notis can use to find the customer.
Where does the result go?
Notis sends the lookup summary to the report channel you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Stripe. A trigger fires from one place; an action lands in another.
Charla 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.
Charla and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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