Review customer payment methods from Slack
Answer payment method questions with a Stripe lookup tied to the customer ID in the DM.
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 customer payment methods
Retrieves a list of payment methods for a given customer, supporting type filtering and pagination.
Why this helps
Payment method questions can stall while someone searches for the right customer account in Stripe.
- Review payment methods associated with a specific customer.
- Use the customer ID in the DM to target the correct account.
- Help support follow up without a separate Stripe search.
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 list payment methods for the customer ID in a Slack DM and summarize the available results.
- 4Pick Direct Message Received as the trigger and choose where run reports go.
- 5Test with a real DM containing a Stripe customer ID.
Questions about this workflow
What is required for the lookup?
Provide the Stripe customer ID. The request may also specify a payment method type if needed.
Can it add or replace a payment method?
No. It only lists payment methods for the customer.
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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