Look Up Customers Without Leaving Email
A customer emails with an issue. Forward it to Notis and it searches your Stripe account, returning their full profile instantly—context in seconds, not minutes.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Customer support emails come in, you have to switch to Stripe to find the customer, check their subscription and history, then switch back to email—context-switching taxing for ADHD founders.
- Find customer details instantly without Stripe navigation
- Respond to customer issues faster with full context
- Reduce context-switching between email and dashboards
- Support customers more effectively without friction
Setup
Build it in a few focused steps.
- 1Connect Gmail and Stripe to Notis.
- 2Ask Notis: "When a customer emails me with a question or issue, search for them in my Stripe account and email me back their complete customer profile and subscription details."
- 3Set your notification channel.
- 4Test by emailing yourself from a test customer address and checking the profile response.
- 5Start using it—forward customer emails to Notis for instant lookup.
Questions about this workflow
What if multiple customers match the search?
Notis will return all matches and let you pick the right one, or ask you for clarification like phone number or company name.
Can I see their full payment history?
Yes—customize the automation to include subscription details, recent charges, refunds, and invoice history.
What information is included in the profile response?
Email, subscription status, plan, billing date, total lifetime value, recent charges, and any notes—everything you need for support.
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.
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.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
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.
Not just Gmail and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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