Monthly Stripe customer cohort search
Turn a recurring customer question into a ready made cohort report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Cohort checks require repeating the same customer search and rebuilding the summary each month.
- Makes cohort reviews repeatable
- Reduces search effort
- Produces consistent summaries
Setup
Build it in a few focused steps.
- 1Connect Chartly and Stripe in Notis once.
- 2Create an automation named Monthly customer cohort search.
- 3Tell Notis to run the supplied Stripe customer search query and summarize matches against the supplied Chartly cohort context.
- 4Pick a recurring Notis cron trigger and choose a report channel.
- 5Test with one real monthly run.
Questions about this workflow
Who supplies the search query?
Include the query in the automation prompt and update it when your cohort definition changes.
Can it modify matching customers?
No. This workflow searches and summarizes only.
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.
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.
Chartly and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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