Review training billing customer records regularly
Schedule a current customer lookup for the billing details your training operations team needs to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List customers
View customer records in the account.
Why this helps
Finding the right Stripe customer record can interrupt enrollment and billing administration.
- Make recurring customer record checks easier to remember.
- Use supported email, creation date, or test clock filters.
- Bring matching records into a report for a focused review.
Setup
Build it in a few focused steps.
- 1Connect Coassemble and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for customer record review.
- 3Specify the supported customer filters and the information to summarize from returned records.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real customer lookup and verify the result.
Questions about this workflow
Does this create or update customer records?
No. This action lists customers matching the criteria you provide.
Can the results be tied to Coassemble learners?
Only when supplied context or returned customer details support that match. No automatic learner identity link is specified here.
What filters are available?
The action supports filtering by email, creation date, or test clock, as well as pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coassemble to Stripe. A trigger fires from one place; an action lands in another.
Coassemble triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Schedule a customer’s active subscription to end when the current billing period finishes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Accept quote
Accepts a quote, creating an invoice, subscription, or subscription schedule as configured.
Confirm payment intent
Confirm a customer’s intent to pay and start a payment attempt.
Activate billing alert
Reactivates a billing alert so it can trigger and send notifications again.
Create Customer
Create a new customer record.
Add lines to invoice
Adds charges, services, or credits to an existing draft invoice.
Create an invoice
Create a draft invoice for a customer.
Advance test clock
Connect any two apps with Notis in the middle.
Coassemble and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Stripe.