Bring Stripe checkout customers into Dialpad
After checkout, make customer contact details easier for your team to find in Dialpad.
Trigger
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Action
Create new contact entry
The createcontact endpoint adds a new contact to dialpad's system. use it to create local or shared contacts with comprehensive information. ideal for user onboarding, data migration, or system integrations. supports various contact details, with some fields restricted to single-line entries for consistency.
Why this helps
New customer details can remain in Stripe while your team searches elsewhere before reaching out.
- Create a Dialpad contact after a successful checkout session.
- Reduce manual re-entry of customer details.
- Make new customer records easier to find in Dialpad.
Setup
Build it in a few focused steps.
- 1Connect Stripe and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Dialpad contact from the customer details available when checkout completes.
- 4Pick the Stripe Checkout Session Completed trigger and choose where run reports should go.
- 5Test with one real completed checkout example.
Questions about this workflow
Will every contact detail be available?
Notis can use details returned by the Stripe event. Provide any required missing details in your instruction or ensure they are available from the event.
Does this send a message to the customer?
No. This workflow creates a Dialpad contact entry. It does not send an SMS or place a call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Dialpad. A trigger fires from one place; an action lands in another.
Stripe triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
Retrieves a list of access control policies for the authenticated dialpad company. this endpoint allows company administrators to view all custom sets of permissions defined for ai contact center settings. it should be used when auditing existing policies, preparing to assign roles to users, or before creating new policies to avoid duplication. the endpoint provides an overview of all policies but does not include detailed permission sets for each policy. for specific policy details, a separate api call may be required.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add blocked phone numbers
Adds specified phone numbers to the blocked list in dialpad. this endpoint allows users to block unwanted or spam numbers, preventing incoming calls or messages from these numbers. it accepts a list of e.164 formatted phone numbers and adds them to the user's blocked list. this tool should be used when there's a need to block multiple phone numbers at once, enhancing the platform's call and message filtering capabilities. it's particularly useful for maintaining communication hygiene and reducing unwanted interactions. note that this operation is additive; it doesn't replace the existing blocked list but appends to it.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
Add department operator by id
Adds a new operator to a specific department in dialpad. this endpoint allows you to assign either a user or a room as an operator, with the option to specify their role. it's used to manage call handling and department operations by adding new operators or updating existing ones with different roles. the department id is specified in the url path. use this when setting up new departments, expanding existing ones, or adjusting operator assignments and roles within a department.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
Add member to channel
Adds a new member to a specified channel within the dialpad communication platform. this endpoint allows you to expand the membership of a channel by providing the user id of the person you want to add. it's particularly useful for programmatically managing channel memberships, such as when onboarding new team members or reorganizing communication structures. the endpoint should be used when you need to include a user in a channel's conversations and collaborations. note that this operation only adds the user to the channel; it does not create new users or channels. ensure that both the channel id (specified in the url) and the user id (provided in the request body) exist in your dialpad organization before making this call.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
Add member to coaching team
Adds a new member to a specific coaching team in dialpad. this endpoint allows you to assign a user to a coaching team with a designated role, enabling effective team management and performance monitoring. use this when you need to include a new coach or trainee in an existing coaching team. the endpoint requires the coaching team id in the url path and the member details in the request body. it's particularly useful for setting up or expanding coaching teams for call center training and quality assurance purposes.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
Add operator to call center
This endpoint adds a new operator to a specified call center in the dialpad system. it allows for the configuration of the operator's role, skill level, and license type, as well as managing phone number retention when switching to a support license. use this endpoint when you need to expand your call center team or adjust an existing user's role within the call center. the endpoint is particularly useful for setting up new operators with specific skill levels and roles, which can help in optimizing call routing and management within the call center. note that while adding an operator, careful consideration should be given to the license type and role assigned, as these affect the operator's capabilities and the associated costs.
Product Created Trigger
Triggered when a product is created in Stripe
Add operator to office
This endpoint adds a new operator to a specific office within the dialpad system. it allows administrators to assign users or rooms as operators, enhancing the office's communication capabilities. the endpoint requires the office id (specified in the path), the operator's id, and the type of operator (user or room). optionally, the role of the new operator can be set to either standard operator or admin. use this endpoint when you need to expand or modify the operator team for a particular office, ensuring efficient call handling and management within the dialpad platform.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
Add participant to call
Adds a new participant to an existing call in the dialpad system. this endpoint allows you to include additional members in an ongoing call by specifying either a phone number or a target within your dialpad organization. use this when you need to add someone to a call that is already in progress, such as bringing in an expert or including a manager in a customer service call. the endpoint requires the id of the existing call and the details of the new participant. it's important to note that the target, if used, must have a primary number assigned in the dialpad system.
Connect any two apps with Notis in the middle.
Stripe and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialpad.