Look up Stripe customers from chatbot conversations
Give support the billing context it needs while the conversation is still open.
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
Support agents lose time searching for customer records while answering urgent chatbot requests.
- Shorten support investigations
- Improve customer responses
- Avoid repeated account searches
Setup
Build it in a few focused steps.
- 1Connect Chatbotkit and Stripe in Notis once.
- 2Create an automation describing the customer lookup criteria.
- 3Choose a webhook trigger for support requests.
- 4Pick a report channel and test with one known customer id.
Questions about this workflow
What identifier should be supplied?
Provide the Stripe customer id from the conversation or another reliable identifier.
Does this change customer data?
No. It retrieves detailed customer information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Chatbotkit to Stripe. A trigger fires from one place; an action lands in another.
Chatbotkit 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.
Chatbotkit and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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