Match webinar attendees to existing Stripe customers
See which known webinar contacts already have a Stripe customer record before starting follow-up.
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
Repeated searches make it hard to tell which webinar contacts already exist in Stripe.
- Find existing Stripe customer records for a cohort
- Surface unmatched contacts for review
- Reduce duplicate customer creation
Setup
Build it in a few focused steps.
- 1Connect ClickMeeting and Stripe once in the Notis portal.
- 2In Automations, choose New Automation and name it.
- 3Tell Notis to compare supplied attendee emails with Stripe customers and report matches and unmatched contacts.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with one real attendee list and review the matching results.
Questions about this workflow
Will it create missing customers?
No. This workflow lists customers and reports matches. Review unmatched contacts before creating customer records.
Where does the attendee list come from?
Provide a current attendee list or another available source of attendee emails. ClickMeeting has no listed trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickmeeting to Stripe. A trigger fires from one place; an action lands in another.
Clickmeeting 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.
Clickmeeting and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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