Find a Stripe customer from a Slack DM
Use the email already in the conversation to locate the right Stripe customer record.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 support slows down when a teammate has to copy an email into a separate billing search.
- Search for a customer using an email from the DM.
- Review matching customer records before taking follow-up action.
- Cut down on copy and paste between Slack and Stripe.
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Stripe once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to find the email in a Slack DM, list matching Stripe customers, and summarize the results.
- 4Pick Direct Message Received as the trigger and choose where run reports go.
- 5Test with a real DM containing an email address used in Stripe.
Questions about this workflow
Will it create a customer if none is found?
No. It lists existing customers that match the email.
Should the message include a customer ID instead?
An email is suitable for this list action. Use a customer ID when retrieving a specific customer record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Stripe. A trigger fires from one place; an action lands in another.
Slackbot 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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`.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slackbot and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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