Create Stripe customer records from Trello intake
Move new client details from intake into Stripe without retyping the same information.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
Why this helps
New customer details can be trapped in an intake card until someone enters them into Stripe.
- Reduce repeated entry during customer onboarding.
- Use the email on the card for customer communications.
- Receive a report when the customer record is created.
Setup
Build it in a few focused steps.
- 1Connect Trello and Stripe once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to create a Stripe customer from new intake cards that contain a usable email and customer details.
- 4Pick the Trello New Card trigger and choose where run reports go.
- 5Test with one real intake card containing customer details.
Questions about this workflow
Is an email required?
An email is highly recommended for customer communications, and your instruction can require it before creating a customer.
What if a customer already exists?
The create customer action does not search for duplicates. Include a process for checking existing customers before creating records, or use the search action in a separate workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Stripe. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Customer
Creates a new customer in stripe, required for creating charges or subscriptions; an email is highly recommended for customer communications.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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`.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Stripe, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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