Find Stripe customers from WhatsApp conversations
Get account context from Stripe while the customer conversation is still in front of you.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Search Stripe customers
Retrieves a list of stripe customers matching a search query that adheres to stripe's search query language.
Why this helps
Searching Stripe manually interrupts the reply you were trying to write.
- Find matching customer records from message details.
- Reduce app switching during customer support.
- Surface ambiguity when a search returns multiple matches.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Stripe once in the Notis portal.
- 2Create an automation and name it for customer lookups.
- 3Tell Notis to search Stripe using the email or identifying details in each new WhatsApp message and report matching customers.
- 4Choose New WhatsApp Message Received as the trigger and select where run reports should go.
- 5Test with one real message that includes a customer email.
Questions about this workflow
What information can Notis search with?
It can use an email or other identifying clues present in the message. If the message lacks enough detail, the report can say so.
Does this workflow change Stripe data?
No. It searches for customer records and returns matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Stripe. A trigger fires from one place; an action lands in another.
Timelinesai triggers
Stripe actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel subscription
Cancels a customer's active stripe subscription at the end of the current billing period, with options to invoice immediately for metered usage and prorate charges for unused time.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Confirm payment intent
Confirms a stripe paymentintent to finalize a payment; a `return url` is necessary if the payment method requires customer redirection.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Create an invoice
Creates a new draft stripe invoice for a customer; use to revise an existing invoice, bill for a specific subscription (which must belong to the customer), or apply detailed customizations.
Create payment intent
Creates a stripe paymentintent to initiate and process a customer's payment; using `application fee amount` for a connected account requires the `stripe-account` header.
Create a price
Creates a new stripe price for a product, defining its charges (one-time or recurring) and billing scheme; requires either an existing `product` id or `product data`.
Create product
Creates a new product in stripe, encoding the request as `application/x-www-form-urlencoded` by flattening nested structures.
Create Refund
Creates a full or partial refund in stripe, targeting either a specific charge id or a payment intent id.
Connect any two apps with Notis in the middle.
Timelinesai and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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