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Notis

Check Stripe when a customer intake file arrives

Drop an intake document into OneDrive and have Notis look for the matching 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

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

Customer details arrive in files, but locating the right Stripe record adds another manual search and risks duplicates.

  • Find existing Stripe customers while reviewing intake documents.
  • Reduce repeat searches across OneDrive and Stripe.
  • Surface likely matches for a person to confirm.

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.
  • 3Tell Notis to read the new intake file and search Stripe for matching customer details.
  • 4Pick the OneDrive File Created trigger and choose where run reports go.
  • 5Test with one real intake file and review the Stripe matches.

Questions about this workflow

Does this create a Stripe customer?

No. It searches for customers and reports the results for review.

What customer details should the file contain?

Include identifying information such as an email address. Notis can only match using details present in the file.

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.

TriggerScheduled

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

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Confirm payment intent

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

ActionInstant

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Create Customer

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

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

TriggerPolling

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

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

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

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Create product

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

ActionInstant

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.

TriggerPolling

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.

One drive and Stripe, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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