Create Stripe customers from new Coda client intakes
Capture a new client in Coda and let Notis prepare their Stripe customer record from the intake details.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
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
New client details can sit in a Coda doc while you still need to create the matching Stripe record by hand.
- Reduce duplicate data entry between intake and billing.
- Keep new client setup moving while context is fresh.
- Use the intake document as the source for customer details.
Setup
Build it in a few focused steps.
- 1Connect Coda and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe that Notis should create a Stripe customer from the client details in each new Coda document.
- 4Choose the New Coda Document trigger and select where run reports should go.
- 5Test with one real intake document and confirm the customer details.
Questions about this workflow
What if the new document is not a client intake?
Tell Notis in the instruction to create a customer only when the document contains a completed client intake with the details needed to identify them.
Which details should the intake include?
Include the customer information you want stored in Stripe, especially an email address for customer communications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Stripe. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Coda Document Trigger
Triggers when a new Coda document is created.
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.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Coda and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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