Create approved customer records from OneDrive
When an approved intake document arrives, let Notis create the corresponding Stripe customer.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Manually retyping approved customer details into Stripe slows onboarding and leaves room for typos.
- Reduce retyping when onboarding approved customers.
- Keep the intake document as the source for the submitted details.
- Receive a run report showing the outcome.
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Stripe once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation in the portal.
- 3In one instruction, tell Notis to create a Stripe customer only when the document explicitly marks the intake as approved.
- 4Pick the OneDrive File Created trigger and choose where run reports go.
- 5Test with one real approved intake file and review the created customer.
Questions about this workflow
Will every new intake document create a customer?
The instruction should require an explicit approval marker in the document. Test that rule with a real example before relying on it.
What if the intake document has no email?
Notis can use only the details available in the file. Add any information needed for customer communications to the source document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Stripe. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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`.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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