Search Stripe customers from Charla contact details
Find the right billing account quickly when a support conversation starts with partial information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Support agents waste time guessing which Stripe customer record belongs to a contact.
- Improve account matching
- Reduce duplicate customer records
- Speed up support verification
Setup
Build it in a few focused steps.
- 1Connect Charla and Stripe once in the Notis portal.
- 2Create an automation named for Charla contact to Stripe customer search.
- 3Tell Notis to search Stripe customers using the contact details in each webhook payload and summarize likely matches with confidence notes.
- 4Choose a Notis webhook as the trigger and select a run report channel.
- 5Send one contact payload with enough identifying information to test.
Questions about this workflow
Does it create a customer if none matches?
No. It reports the search result; use a separate creation workflow for new customers.
Can it handle partial details?
Yes, but the payload must contain enough information for Stripe search to return useful candidates.
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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