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Find a Stripe customer record from Slack

Get the customer record your team needs without leaving the DM where the question started.

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

Retrieve customer

Retrieves detailed information for an existing stripe customer using their unique customer id.

Why this helps

Customer context is split between Slack and Stripe, making simple account questions take longer than they should.

  • Bring Stripe customer details into the active conversation.
  • Use the customer ID to identify the intended record.
  • Make routine account checks quicker.

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 retrieve the customer record for the ID in a Slack DM and summarize its useful details.
  • 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 identifier should the message include?

Include the Stripe customer ID to retrieve the specific record.

Can it update the customer's details?

No. This workflow retrieves and summarizes the existing 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.

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

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Create Customer

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

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Create product

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

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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