Create Stripe customers from Cloudlayer intake documents
Capture customer details once and let Notis create the Stripe record.
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
Customer information in intake PDFs has to be copied by hand before billing can begin.
- Cut down on duplicate data entry.
- Create a Stripe record from submitted intake details.
- Keep a run report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Cloudlayer and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Stripe customer using the customer details in the submitted Cloudlayer intake.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real intake and check the created customer in Stripe.
Questions about this workflow
What information is needed?
Provide the customer details you want Stripe to store. An email is highly recommended for customer communications.
Does this create a subscription too?
No. This workflow creates a customer record only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cloudlayer to Stripe. A trigger fires from one place; an action lands in another.
Cloudlayer 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.
Cloudlayer and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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