Refresh customer review checklists with Stripe data
Give your recurring customer review the latest billing record context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
Customer review meetings lose time when account data is assembled from multiple screens.
- Prepare reviews faster
- Find incomplete customer records
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect CheckFlow and Stripe in Notis.
- 2Create a scheduled automation for the customer review checklist.
- 3Tell Notis to list the relevant Stripe customers and summarize missing or notable billing details.
- 4Choose the cron trigger, report channel, and test with one run.
Questions about this workflow
Can the list be filtered by email or creation date?
Yes. Include the filter criteria in the automation instruction.
Can this update CheckFlow records?
This package retrieves Stripe data for the checklist review; any CheckFlow update would need a separate supported action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CheckFlow to Stripe. A trigger fires from one place; an action lands in another.
CheckFlow 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.
CheckFlow and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.