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Notis

Look up Stripe customers from Chartly signals

Turn a customer id in a chart workflow into the context your team needs.

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

Teams lose time finding the right customer record after spotting a trend in a chart.

  • Removes repetitive customer searches
  • Surfaces contact and account context
  • Improves response speed

Setup

Build it in a few focused steps.

  • 1Connect Chartly and Stripe in Notis once.
  • 2Create an automation named Customer context from chart.
  • 3Tell Notis to retrieve the customer id from the webhook and summarize useful account details for the report.
  • 4Pick the Notis webhook trigger and choose a report channel.
  • 5Test with one real payload containing a customer id.

Questions about this workflow

Can this find a customer by email instead?

Use the Stripe customer search action when the payload provides a searchable email or query.

Does it change the customer record?

No. This workflow only retrieves and summarizes the customer.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Chartly to Stripe. A trigger fires from one place; an action lands in another.

Chartly triggers

Stripe actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Chartly and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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