Keep customer billing records in a regular review
Choose a customer segment or creation window and get a focused Stripe customer list for routine billing operations.
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 record reviews tend to be skipped when the team has to remember search criteria and repeat the same manual checks.
- Repeat customer record checks with consistent criteria.
- Surface the list for a focused billing operations block.
- Avoid searching the same customer segment manually each time.
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 the email, creation date, or other supported criteria to review and how to summarize matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and confirm the customer results fit the intended review.
Questions about this workflow
Can this find duplicate customer records?
It can list customers matching supported criteria, but duplicates require a comparison rule and identifiers that are available in the returned data.
Can I limit it to one email address?
The list action supports filtering by email. State the email or segment in your instruction.
Does the audit update customer records?
No. This workflow lists customers and reports results for review.
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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