Review Stripe customers on a recurring schedule
Make customer account review a small, regular task instead of a last-minute lookup.
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
Customer records tied to multiple payment tools can be difficult to review consistently.
- Retrieve Stripe customer records on a chosen schedule.
- Create a regular checkpoint for customer account review.
- Send reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Coinbase and Stripe once in the Notis portal.
- 2Create an automation and describe the recurring customer review.
- 3Choose a schedule trigger and set its cadence in Notis.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Does this create or update customer records?
No. It retrieves a Stripe customer list for review.
Does it know which customers use Coinbase?
Only if that context is available in the request or another source you provide for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coinbase to Stripe. A trigger fires from one place; an action lands in another.
Coinbase 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.
Coinbase and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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