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Use completed checkout to guide customer organization

A new checkout customer may need a place in your existing outreach structure. See current groups before deciding what to do.

Trigger

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

Action

List Groups

Tool to list all contact groups. use when you need an overview of existing groups before sending messages.

Why this helps

Teams create overlapping groups when each purchase flow is handled without visibility into existing Dialmycalls groups.

  • Show current groups after a purchase completes.
  • Support a consistent decision about customer organization.
  • Reduce duplicate group creation.

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Dialmycalls once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for checkout group review.
  • 3Tell Notis in one instruction to list Dialmycalls groups and summarize their names when a checkout session completes.
  • 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
  • 5Test with one real completed checkout and review the group list.

Questions about this workflow

Does this create a group or add the buyer?

No. It only lists existing groups for review.

Can Notis tell whether the buyer belongs to one of the groups?

That requires contact details and membership data. The group list alone does not identify membership.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe triggers

Dialmycalls actions

Recurring trigger

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

TriggerScheduled

Add Access Account

Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Contact

Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.

ActionInstant

Charge Failed Trigger

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

TriggerInstant

Add Group

Tool to add a new contact group. use after deciding the group name to organize recipients into groups.

ActionInstant

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

Delete Access Account

Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.

ActionInstant

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

Delete Caller ID

Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.

ActionInstant

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

Delete Contact

Tool to delete a contact by id. use when you need to permanently remove a contact from your list.

ActionInstant

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

Delete Group

Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

Delete Recording

Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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