Give every completed checkout a follow-up home
When Stripe records a completed checkout, open a Cody thread for your team to organize customer context and decide on the next step.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Why this helps
New purchases can trigger scattered notes and delayed onboarding when there is no obvious place to pick up the work.
- Create a dedicated Cody thread around a completed checkout.
- Reduce the effort of starting customer follow-up from scratch.
- Keep the next-step discussion easy to find.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Cody once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3In one instruction, ask Notis to create a Cody conversation that identifies the completed checkout and gives your team a place to plan onboarding follow-up.
- 4Pick the Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout and confirm the conversation is useful.
Questions about this workflow
Does this send a message to the customer?
No. It creates an internal Cody conversation for your team.
Can Cody determine the onboarding plan?
The conversation gives your team a place to discuss next steps. Include any onboarding guidance you want Notis to provide in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Cody. A trigger fires from one place; an action lands in another.
Stripe triggers
Cody actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conversation
Tool to create a new conversation with a specified bot. Use when starting a new conversation thread with optional focus mode to limit bot's knowledge base to specific documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a new document with text or HTML content in Cody AI. Use when you need to add documents to Cody's knowledge base with up to 768 KB of content.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Create Document From File
Tool to create a document by uploading a file (up to 100 MB). Supports txt, md, rtf, pdf, ppt, pptx, pptm, doc, docx, docm formats. Use when you need to add file-based documents to Cody's knowledge base. The file is processed asynchronously.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Create Document from Webpage
Tool to create a document from a publicly accessible webpage URL. Use when you need to import content from a webpage into Cody AI. The webpage must be accessible without login. If request fails, ensure the URL is publicly accessible and not blocked by a firewall.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Create Folder
Tool to create a new folder in Cody AI for organizing content. Use when you need to create a folder to organize documents or conversations.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Delete Conversation
Tool to delete a conversation by its ID. Use when you need to permanently remove a conversation from the system.
Product Created Trigger
Triggered when a product is created in Stripe
Delete Document
Tool to delete a document by id. Use when removing a document that is no longer needed.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Get Conversation
Tool to fetch a conversation by its ID from Cody AI. Use when you need to retrieve details about a specific conversation. Supports optional includes parameter to filter response to list document IDs.
Connect any two apps with Notis in the middle.
Stripe and Cody, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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