Bring Stripe customer details into WhatsApp support
See the relevant Stripe customer profile without leaving the message thread to search by ID.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Retrieve customer
Retrieves detailed information for an existing stripe customer using their unique customer id.
Why this helps
Finding a customer profile by ID during a live conversation adds avoidable friction.
- Retrieve customer details using an ID present in the message.
- Keep billing context close to the support request.
- Avoid guessing which customer record to open.
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Stripe once in the Notis portal.
- 2Create an automation for Stripe customer profile lookups.
- 3Tell Notis to retrieve the Stripe customer when a new message contains a customer ID, then summarize relevant profile details.
- 4Choose New WhatsApp Message Received as the trigger and select where run reports should go.
- 5Test with one real message containing a valid Stripe customer ID.
Questions about this workflow
Does this work without a Stripe customer ID?
The retrieval action requires a unique customer ID. If the message has only an email, use a customer search workflow first.
Does retrieving the profile update Stripe?
No. The action retrieves customer details.
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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