Compare converted customer rosters with Stripe
Have Notis periodically read a roster and surface contacts that may need attention in Stripe, with no manual file-by-file checking.
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 lists drift between documents and Stripe, making it hard to spot missing records and likely duplicates.
- Find roster contacts with no matching Stripe customer.
- Surface potential duplicate matches for review.
- Reduce recurring spreadsheet-to-Stripe checks.
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 latest customer roster, compare its email addresses against Stripe customers, and report missing or ambiguous matches without changing records.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real roster and review the reported matches.
Questions about this workflow
Will this create or update customers?
No. It compares records and reports potential issues. Review the report before making changes.
What data does Stripe provide for matching?
The workflow uses customer records available through the Stripe list customers action. Email is the intended comparison key.
How does Notis get the latest roster?
Provide the roster through the automation's available input or file source when it runs. The schedule itself does not retrieve files from an unspecified location.
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
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