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Notis

Never Lose a Lead Between Email and Stripe

A prospect emails interest. Notis creates a customer record in Stripe automatically so you have a unified view and can track their journey from interest to sale.

Trigger

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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

Leads stay in email but never make it to Stripe, creating two competing customer databases and lost follow-ups when you can't find someone in billing.

  • Unify your lead and customer databases automatically
  • Never lose track of a prospect between email and Stripe
  • Start billing workflows faster because customers are pre-created
  • Build a single source of truth for customer relationships

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Stripe to Notis.
  • 2Create an automation: "When a prospect emails expressing interest in my product, create a customer record in Stripe with their name and email."
  • 3Set your notification channel.
  • 4Test by emailing yourself a fake lead inquiry and verifying it creates a Stripe customer.
  • 5Go live and watch your customer database grow automatically.

Questions about this workflow

What if the prospect already exists in Stripe?

Notis will check for duplicates and skip creation if the email already exists, so you don't end up with multiple records.

Can I tag leads with their source or interest type?

Yes—use Stripe's metadata to tag leads as "email lead", "product interest", etc., so you can segment them later.

Do they get added as active customers or marked differently?

Notis creates them as customer records but won't create a subscription until they actually buy—perfect for tracking the pipeline.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Gmail to Stripe. A trigger fires from one place; an action lands in another.

Gmail triggers

Stripe actions

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Confirm payment intent

Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.

ActionInstant

Create Customer

Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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`.

ActionInstant

Create product

Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.

ActionInstant

Create Refund

Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Gmail and Stripe. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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