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Find learner records after a failed payment

A failed payment can be the prompt to check for a related learner account and keep customer follow-up visible.

Trigger

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

Action

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

Why this helps

Payment issues and learner records are handled in separate systems, making follow-up easier to overlook.

  • Pair payment exceptions with a learner-record review.
  • Report a likely match or explain why one cannot be determined.
  • Keep follow-up visible in a run report.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Coassemble once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, ask Notis to review Coassemble users for a likely match to the failed payment and summarize the follow-up cue.
  • 4Choose the Stripe Payment Intent Failed trigger and where run reports should go.
  • 5Test with one real failed payment example.

Questions about this workflow

Will this contact the customer?

No. The available Coassemble action retrieves users; the workflow reports information for a person to review.

What if there is no reliable way to match the payment to a user?

The instruction can ask Notis to report that the match is uncertain and state which identifying detail is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Stripe to Coassemble. A trigger fires from one place; an action lands in another.

Stripe triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Courses

Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.

ActionInstant

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

Get Trackings

Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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