See the company context behind a completed checkout
Connect a completed checkout with the Affinity company details your team can review.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Get a single company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
A new checkout confirms a purchase, but the business context may still be scattered across the CRM.
- Review likely company details alongside a completed checkout.
- Help the team distinguish a new account from an existing relationship.
- Call out when available checkout data is not enough to identify a company.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Affinity once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to summarize the completed checkout and retrieve likely matching Affinity company details, noting uncertainty or missing identifiers.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout and review the report.
Questions about this workflow
Will this create a company in Affinity?
No. The selected Affinity action retrieves a company record; it does not create or update one.
What data does it use to match a company?
Notis can use identifiers present in the checkout event. If those are insufficient, the report should state that a match is uncertain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Affinity. A trigger fires from one place; an action lands in another.
Stripe triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Product Created Trigger
Triggered when a product is created in Stripe
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Stripe and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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