Know Your Customer Base Every Single Day
Every morning, a summary of your Stripe customers—new, active, inactive—lands in your inbox. Effortless customer monitoring.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
You want to know if you gained new customers yesterday or if anyone went inactive, but checking the Stripe dashboard every morning is another admin task you skip. You're not tracking growth.
- Daily customer growth visibility without manual work
- Spot new customers and inactive accounts at a glance
- Track customer base health trends over time
- Reduce admin overhead from daily reporting
Setup
Build it in a few focused steps.
- 1Connect Stripe to Notis in the portal
- 2Ask Notis: 'Send me a daily summary of my Stripe customers—total count, new customers, and inactive accounts'
- 3Notis will ask which time you prefer the report and where to send it (email, Slack, WhatsApp)
- 4Specify any filters: 'Only customers with active subscriptions' or 'Customers acquired in the last 30 days'
- 5Enable and receive your first report tomorrow
Questions about this workflow
What counts as 'new' or 'inactive'?
You define it in your instruction. Typical: new = created in the last 24 hours, inactive = hasn't paid in 60 days. Notis applies your rules.
Can I get different reports for different segments?
Yes. Request multiple automation instances: one for 'annual subscribers', one for 'trial customers.' Each gets its own daily report.
Is this report actionable?
Yes. Notis can include suggested actions: 'Consider re-engaging these inactive customers' or 'Welcome these new customers.' Reduce the guesswork.
Can I export the customer list from the report?
Yes. Notis can attach a CSV export to your daily report for deeper analysis in spreadsheets or Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Stripe. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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