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Review customer context before trial end

Get a quick account lookup when Stripe signals that a trial is approaching its end.

Trigger

Customer Subscription Trial Will End

Action

Query Index

Searches an Elasticsearch index for documents.

Why this helps

Trial follow-up is harder when customer context is scattered across indexed records.

  • Bring customer history into trial review
  • Reduce last-minute manual lookups
  • Keep the relevant matches in the run report

Setup

Build it in a few focused steps.

  • 1Connect Stripe and Elasticsearch once in the Notis portal.
  • 2Create an automation through Automations, New Automation, and name it.
  • 3Tell Notis to search your relevant customer index for records associated with the trial ending event and summarize useful context.
  • 4Choose the Stripe Customer Subscription Trial Will End trigger and choose a report destination.
  • 5Test with one real trial ending event and check the report.

Questions about this workflow

Does this tell the customer their trial is ending?

No. It only searches Elasticsearch and reports findings; it does not send customer messages.

When can this Stripe event occur?

Stripe describes it as occurring three days before the scheduled trial end, or immediately in certain early-ending cases.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe triggers

Elasticsearch actions

Recurring trigger

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

TriggerScheduled

Get Index Schema

View the structure and field mappings of an index.

ActionInstant

Webhook trigger

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

TriggerInstant

List Indices

Lists available Elasticsearch indices.

ActionInstant

Charge Captured

Fires when a previously uncaptured charge is captured.

TriggerInstant

Query Index

Searches an Elasticsearch index for documents.

ActionInstant

Charge Dispute Closed

Fires when a dispute closes as lost, warning closed, or won.

TriggerInstant

Ping Cluster

Pings the cluster to check its connectivity and health.

ActionInstant

Charge Dispute Created

Fires when a customer disputes a charge with their bank.

TriggerInstant

Charge Dispute Updated

Fires when a dispute is updated, usually with evidence.

TriggerInstant

Charge Failed

Fires whenever a charge attempt fails.

TriggerInstant

Charge Refunded

Fires when a charge is refunded, including partial refunds.

TriggerInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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