Find the Stripe customer discussed in a meeting
Use an email or other clear details from the call to locate the right Stripe customer for follow-up.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
List customers
Retrieves a list of stripe customers, with options to filter by email, creation date, or test clock, and support for pagination.
Why this helps
When a call refers to a customer without a record link, finding the right account becomes a distracting manual task.
- Reduce customer lookup time after calls.
- Use the transcript's identity details to search Stripe.
- Surface multiple or uncertain matches for review instead of assuming.
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to search Stripe customers only with clear identity details from the transcript, summarize candidate matches, and report if the results are ambiguous.
- 4Pick the Fireflies Transcription Complete trigger and choose where run reports should go.
- 5Test with one real transcript containing a known customer email or other clear search detail.
Questions about this workflow
Can this create a customer record?
No. It searches existing customers. Customer creation uses a separate action.
What if more than one customer matches?
The instruction should ask Notis to report the candidate matches for review instead of selecting one without a clear basis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Stripe. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
Fireflies and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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