Create Stripe customers from converted client intake files
Send an intake file to Notis and let it convert the document, identify the customer details, and create a Stripe record for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
Client details arrive in different file formats, leaving founders to convert documents and re-enter contact information by hand.
- Avoid manually copying customer details from documents.
- Handle intake files in varied formats through one webhook.
- Keep customer records ready for billing and communication.
Setup
Build it in a few focused steps.
- 1Connect CloudConvert and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe in one instruction how to convert the incoming intake file and create a Stripe customer from the contact details it contains.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real intake file and confirm the created customer details.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Include or provide the intake file for CloudConvert to process.
What if the intake file is missing an email address?
Ask Notis to skip customer creation and report which required details are missing, rather than guessing.
Does this workflow make a payment?
No. It creates a Stripe customer record. A separate workflow can handle billing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudconvert to Stripe. A trigger fires from one place; an action lands in another.
Cloudconvert 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.
Cloudconvert and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Stripe.