Get a customer answer with company and Stripe context
Start with a question, find the right Stripe customer, and bring the relevant business context together in one answer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve customer
Retrieves detailed information about an existing customer.
Why this helps
Customer questions often mean switching between payment records, internal notes, and old decisions.
- Find customer details without opening Stripe manually.
- Combine account context with company knowledge.
- Keep a concise answer close to the original request.
Setup
Build it in a few focused steps.
- 1Connect Cody and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how to identify the customer and answer the question using available company knowledge.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real customer question and verify the result.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Cody does not provide trigger events for this pair.
Does it change Stripe data?
No. It retrieves customer details and prepares an answer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cody to Stripe. A trigger fires from one place; an action lands in another.
Cody 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.
Cody and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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