Review customer accounts with fresh prospect research
Keep account planning grounded in current research and actual Stripe records.
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 reviews depend on stale notes and manual account lookups.
- Creates a focused account review
- Reduces manual customer lookups
- Highlights research-backed follow-up
Setup
Build it in a few focused steps.
- 1Connect Cloro and Stripe in Notis once.
- 2Create a scheduled customer research automation.
- 3Tell Notis to run the defined Cloro research, list matching Stripe customers, and summarize only supported follow-up opportunities.
- 4Pick notis_cron and set the cadence.
- 5Choose a report channel and test with one run.
Questions about this workflow
Can it identify customers Cloro did not find?
No. It can only compare returned research with the Stripe customer data retrieved.
Can it filter by email or creation date?
Yes, include those criteria in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloro to Stripe. A trigger fires from one place; an action lands in another.
Cloro 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.
Cloro and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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