Find the Stripe customer behind a deployment handoff
When a handoff includes a customer email or search clue but not a Stripe ID, send it to Notis and get matching customer records for triage.
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 can lose time converting an email or customer clue into the right Stripe record while also handling a release issue.
- Search customer records using a supplied clue.
- Help triage move from an email or query to matching Stripe records.
- Flag multiple matches for a human to confirm.
Setup
Build it in a few focused steps.
- 1Connect CircleCI and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe which supplied search query to use and how to report multiple or no matches.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real search query and verify the matched customer records.
Questions about this workflow
Can it search any free text?
The Stripe action requires a query that follows Stripe's customer search query language. Supply a valid query or clear search instruction.
What if there are multiple results?
Ask Notis to return the matching candidates and flag them for confirmation instead of selecting a customer without sufficient evidence.
Does this update customer records?
No. It searches and retrieves matching customer records for triage.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Circleci to Stripe. A trigger fires from one place; an action lands in another.
Circleci 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.
Circleci and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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