Auto-Pull Stripe Customer Profile When Sharing Proposals
Share a proposal with a client and Notis pulls up their Stripe profile instantly. Billing history and payment methods at a glance.
Trigger
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
You're sharing a proposal with a client and want to check their payment history or current status. You have to switch to Stripe, search for them, and review their account manually.
- Access customer billing and payment info without switching to Stripe
- Reference their payment history while drafting proposals
- Spot payment issues before they become problems
- Close deals faster with complete information in one place
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Stripe to Notis.
- 2Create an automation: 'When I share a proposal with a client, retrieve their Stripe customer profile and send it to me.'
- 3Select the trigger 'File Shared' and choose your notification channel (Slack for quick reference).
- 4Test by sharing a proposal with a contact and confirming Notis sends you their customer profile.
Questions about this workflow
How does Notis know which customer to look up?
Notis reads the recipient email from the share action and matches it to their Stripe customer record. If there are multiple customers with that email, it returns options.
What information does it retrieve?
Stripe customer ID, name, email, phone, company, payment methods on file, subscription status, and recent charges.
Can it include invoice history?
Yes. You can ask Notis to include recent invoices, payment history, or any other customer data in the profile it sends you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Stripe. A trigger fires from one place; an action lands in another.
Google Drive triggers
Stripe actions
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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`.
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
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 Google Drive and Stripe. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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